Add a Contact to a Household
Search First!!!
When adding a new contact, always search first!
1. Found Contact
If you find the contact, great! You can add the husband, wife, child or other family member into the household.
Click on the Household Name and skip to Step 3
2. Not Found? Create New
We have learned how to create a new contact.
We also saw that every time a new contact is created, a new household is created at the same time, with the contact's name + Household.
All the details, please
The more you fill in now, the better the overall data quality will be. Studies show that people rarely come BACK to a contact to fill in all the details!
3. Add a Contact to an existing household
Click on the Household Link on the Contact Record of a household member
Click Manage Household
Find or Add?
You can do both here. Let's try that...
Search for New Contact
Click + New Contact
New Contact Page in Manage Households...
This gets the contact IN, but notice...not much info here about ol' Mickey!
Click New Contact
Mickey gets a card in the HH
Household Details - all the household names
These are automatically generated (see Auto Name checkbox? This comes checked.)
Add existing Contact to existing Household
Search for the contact and then click the big plus to add to household.
See how HH Names Change???
Change Household Details
- Check the Exclude options on the contact card.
- Uncheck the Auto Name checkbox and put the new version you and your contact want.
Remove a Contact
Click the X in the contact card's upper right corner
Click Remove
Peter goes back to his old Household
4. Add a New Contact with more details
Fill in all the details
per our last session
Click save. This adds the new contact with all the details you can supply.
Added and changed HH Name Automatically
0 Comments
Add your comment