To use the default name format for households to name the household, select this option.

To use a custom name for the household, select this option and enter the name exactly as it should appear throughout the program such as on pages and reports.

Enter a description to help identify the household.

If the household requests to donate anonymously, select this checkbox.

Select the type of address to use as the primary contact for the household.

When you add a new household, you can add only the primary address information. On the constituent record, you can add additional addresses on the Contact tab.

Select the country of the household’s primary address.

Enter the primary street address or post office box for the household.

Enter the city or town for the household’s primary address.

Enter the Zip code for the household’s primary address.

If the household requests that you not send mail to the primary address, select this checkbox.

If you select Do not send mail to this address, select why the household requests to not receive mail at the primary address.

Select the type of phone number to use as the primary contact for the household, such as Home or Business.

When you add a new household, you can add only the primary phone number information. On the constituent record, you can add additional phone numbers on the Contact tab.

Enter the primary phone number for the household.

If phone formatting is enabled, the program applies the phone format associated with the selected country. For information about how to assign a phone format to a country, see the Manage Countries section of the help file.

If phone formatting is disabled, you can manually enter the phone number as it should appear.

If the household requests that you not call the number, select this checkbox.

If you select Do not call this phone number, this field is enabled. Select why the household requests to not receive calls at the number, such as “Donor preference.” If a phone number is no longer valid and you enter a end date for it, you may also set the number to “Do not call” with a reason of “No longer in service.”

Select the type of email address to use as the primary contact for the household, such as Personal or Business.

When you add a new household, you can add only the primary email address information. On the constituent record, you can add additional email addresses on the Contact tab.

Enter the primary email address for the household. On the constituent record, the primary email address becomes a link that you can click to quickly send an email to the individual.

If the household requests that you send email to this email address, select this checkbox.

If the household has a website, enter the web address. On the constituent record, the web address appears as a link to the website.