Household & Address List

Platform and list managers can create customizable lists to track and view information about addresses, shared addresses, and households. These lists can also be saved for future use.

Select Core.
Select Users.
Select Household and address list.
A list of addresses and households appears. Choose which Columns of data to show, then apply Filters and sort the list. You can also Export the data.
To save a list for future use, select Save.
Select an Address to 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.
Select a Household ID to 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.

Choose Columns of Data to Show

To add or remove list columns:

Select Choose columns.
Select the columns to add or deselect columns to remove them.
Select Apply Changes. The list results update.

Reorder the Columns

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

Filter the List Results

To view only records that share specific characteristics:

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

Note: Select Clear to remove all filters.
Enter the filter criteria.
Select Apply filters. The list results update, or select Clear to remove your selections.

Note: Select Hide to close the Filters menu.

Open a Saved List

To open a list that was saved previously:

Select Open and then search for the appropriate list.
Select the specific list and then Open.

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

Make Shared Addresses into Households in Bulk

Select Core.
Select Users.
Select Household and address list.
Select one or more addresses.
At the bottom of the list, select Make household. A count of the changes appears.
Select Create households to confirm the change.

Tip: To manage addresses and households via individual user's Contact cards, see user profiles: addresses. All address information, except Home 2, can be imported via a data import.