Modifying Contact Information for a Household

Complete the following procedure to modify the contact information for a household.

If you associate multiple contacts with a household, you can designate one of the contacts as the primary contact. The name of this primary contact appears in the Head of Household field for the household record.

To modify the contact information for a household

1. Tap Side Menu and then tap Households to display the following:

   • The Households list and details for the selected household in the main pane.

   • A list in the side pane in which you can select the related items for households.

2. Tap a household in the Households list.

3. Update an existing household contact as follows:

   1. Tap Contacts in the list in the side pane.

      All contacts associated with the household appear in the Contacts list in the main pane.

   2. Tap the contact that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing contact to the household as follows:

   1. Tap Contacts in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the contact on the list that appears, and then tap OK.

5. Create a new household contact as follows:

   1. Tap Contacts in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new contact on the form that appears, and then save the record.