How do I enable household creation and manage households for cases?

Authorized case owners can use Households to manage groups of related individuals. Here's how to configure, create, and edit Households:

Case edits can be made from the Case Details page to all key information about a Household including owner, address, contacts, and relationships.

• To add a Household, Case owners must have appropriate Case-related privileges (SVC_EDIT_CASE_PRIV', ‘SVC_MANAGE_CASE_HOUSEHOLDS_PRIV) and Household-related privileges (ZCM_VIEW_SALES_GROUP_PRIV).
• To remove a Household or choose a Household as the Primary Household, Case owners must have appropriate Case-related privileges (SVC_EDIT_CASE_PRIV, SVC_MANAGE_CASE_HOUSEHOLDS_PRIV).
• To view and edit the details of a Household, Case owners must have appropriate Case-related privileges (SVC_MANAGE_CASE_HOUSEHOLDS_PRIV) and Household-related privileges (ZCM_VIEW_SALES_GROUP_PRIV', 'ZCM_UPDATE_SALES_GROUP_PRIV).

To Enable Household Creation: Create a Sandbox (including the Structure tool) > Structure > Sales > Households > Show in Navigator and Show in Springboard. (Your user must have the appropriate administrative privileges.) Optional: Move Households from Sales to Service or Help Desk.

To Create Households: Go the Sales springboard (or wherever you moved it) > Households > Create. (Your user must have the appropriate Household privileges.)

To Edit Households: Use the Households folder in the Case Details page. (Your user must have the Manage Case Households privilege.)