Household & Address List

1. From Core.

2. Select Users.

3. Select Household and address list.

4. Edit Columns and Filters as needed.

   To reorder columns, select the header. Then drag and drop it to the desired location.

5. To save a list for future use, select Save.

6. Select an Addressto view details about the address.

   From there, you can also select

   • Edit to update the salutation, address, and household primary contact.

     If the address is not a household, you can select Household to make it one and then choose a primary contact for the household.

     Save the changes.

   • the name of a member of the household to go to their Contact Card.

7. Select a Household IDto view details about the household. If there is no household ID, the address is not also a household.

   From there, you can also select

   • Edit to update the household's salutation, address, and primary contact.

   • the name of a member of the household to go to their Contact Card.

8. Select Export to open or save the list to a csv file.

To add or remove list columns:

1. Select Choose columns.

2. Select the columns to add or deselect columns to remove them.

3. Select Apply Changes and the list results will update.

Select and drag column headers in the results to reorder them.

To view only records that share specific characteristics:

1. Select Filters and choose the criteria of the items to work with.

   Note: Select Clear to remove all filters.

2. Enter the filter criteria.

3. Select Apply filters and the list results will update or Clear to remove your selections.

Note: Select Hide to close the Filters menu.

To open a list that was saved previously:

1. Select Openand then search for the appropriate list.

2. Select the specific list and then Open.

   Note: To only search from lists you created, select the Only my lists filter.

1. From Core.

2. Select Users.

3. Select Household and address list.

4. Select one or more addresses.

5. At the bottom of the list, select Make household. A count of the changes appears.

6. Select Create households to confirm the change.