The table below explains the items on the Add a household member screen. For information about how to access this screen, see Add Members to a Constituent Household.
|
Screen Item |
Description |
|
Constituent |
Search for and select the individual to add to the household. If you know the individual is not already a constituent, click Add to add the individual. |
|
Copy household’s primary contact information |
To copy the primary contact information of the household to the record of the member, select this checkbox. On the constituent record, the primary contact information appears on the Contact tab. |
|
Household relationships |
Select the relationships between the new member and the existing members, such as Father and Daughter. |