Adding a Household Record
Use the following procedure to add a household record.
This task is a step in Process of Managing Households.
To add a household
Navigate to the Households screen, then the List view.
In the list and the form following it, create a new record, and complete the necessary fields.
Some fields are described in the following table.
Fields Comments Household #
Displays a unique identifier for the household.
Name
Type a name that identifies the household. Typically this name is the last name of one or more contacts who are members of the household.
Type
Select the type of people that make up the household. Typical values include Family - Children, Family - No children, Family - Senior Citizen, and Single.
Category
Select the value of the household to your organization. Available values are Platinum, Gold, Silver, and Standard.
Segment
Select the general economic class of the household, or home-ownership status. Typical values are White Collar, Blue Collar, Rural, Own Residence, and Renter.
Status
Select the current stage in the customer interaction life cycle. Defaults to Active for a new household record.
Team
Select the employees assigned to work with this household. If a call center user is not a member of the household team, then that user does not receive information about this household during Mobile Web Client synchronization.
Organization
Select the organization that interacts with the household.
Income
Type the total income from all members of the household.
Head of Household
Select the name of the main decision-maker for the household. Available values are all the contacts for the household.
Revenue
Type the amount of revenue your organization obtains from this household.
Wealth
Select the estimated total wealth of the household.
Size
Type the total number of people in the household.
Address
Displays the address of the primary household contact.
City
Displays the name of the city where the primary household contact resides.
State
Displays the name of the state where the primary household contact resides.
Zip Code
Displays the zip code of the primary household contact.