After you have created a household from an existing constituent or created a household from scratch and added household members, you can add household information using the instructions below.
To add household information:
1. Access the Step 2: Household Info tab by clicking the tab or clicking the link at the bottom, right hand side of the screen to add household information.
2. From the Household
Communication section on the Household Info tab, click Add
New, as highlighted below.
The Contact Method Detail screen displays, as shown below.
Typically, households will only have a home phone communication record,
but it’s possible the household could have a fax number. An email address
can also be added for a household, but it’s becoming rarer for household
members to share an email address.
3. To link the household to another address, perform the following:
a. From
the Household Address section, click Link
to Different Address.
The Household Member Address Chooser displays, as shown below.
By default, the chooser displays all "Good", "Home"
addresses of household members.
b. Double-click
the appropriate address to link that address to the household.
Alternatively, if you do not find the address you're looking for, click
Create New Address to open the
Add Additional Customer Address
screen.
c. Click Save & Close.