The table below explains the items on the Household members tab of the Add a household screen.
|
Screen Item |
Description |
|
Primary household contact |
Select whether the primary contact for the household is an existing individual or a new individual. If you select Search existing individual, search for and select the primary contact. To copy the contact information for the individual to the household record and replace information entered on the Details tab, click Copy contact information to household. If you select Add a new individual, enter the name of the primary contact to add as an individual. To use the address, telephone, and email information of the household as the contact information for the primary contact, select Copy household contact information. |
|
Household member 2 |
To add a second member to the household, under Member, select whether the member is an existing constituent or a new constituent. If you select Search existing individuals, search for and select the household member. If you select Add a new constituent, enter the name of the household member to add as an individual. To use the address, telephone, and email information of the household as the contact information for the member, select Copy household contact information. |
|
Relationship with primary |
If you add a second household member, select the relationship type the primary contact and member have with each other. |
|
Start date |
If you add a second household member, enter the date the relationship between the primary contact and member begins. |
|
This is the spouse relationship for Primary Contact |
If the household member is the spouse or domestic partner of the primary contact, select this checkbox. |