How to enter Contacts to a Household
Start with the Account
Slide this screenshot over until you see NEW.
Click on New
Select the Household Account Record Type
Add the Name of the Account and any other data you need
Click Save when you've entered all the data you need.
Leave the Primary Contact empty for now. We will use a created Contact for the Primary Contact.
Note: I'm getting Anonymous as the name when I save. I just re-type the name of the Household and it works fine.
Change the Anonymous Household
Click SAVE.
Scroll down the Household Account until you reach Contacts (0)
Click NEW to begin adding Household members.
Select record type WSA (or StayClassy if the contact belongs there.)
Add the information to the Contact record and Save.
Be sure to use the "Save and New" option to keep adding contacts.
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