Displaying Household Details

Here's how to see household details by using the Households list.

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. To view the related items for the selected household, tap the following names in the list in the side pane:

   • Contacts. Shows the contact information for the household. For more information, see Change Contact Information for a Household.

   • Notes. Shows the note information for the household. For more information, see View Note Information for a Household.

   • Activities. Shows the activity information for the household. For more information, see View Activity Information for a Household.

   • Opportunities. Shows the opportunity information for the household. For more information, see View Opportunity Information for a Household.

   • Financial Accounts. Shows the financial information for the household. For more information, see Viewing Financial Account Information for a Household.

   • Addresses. Shows the address information for the household. For more information, see Change Address Information for a Household.