You can add household members from the household account record or a contact record.
Add a household member from Account
1. In the navigation pane, under Relationships select Households.
2. Search or scroll to find the household, then select the name to open the record.
3. In the HOUSEHOLD MEMBERS area, select the ellipses, and then select New Contact.
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4. Enter the contact’s name, phone number, and address details. Select Save and Close.
5. To add an existing contact as a household member:
1. Select the ellipses, and then Select Add Existing Contact.
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2. Search for and select the contacts you want, and then select Add. It can take a moment for the members list to update.
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3. For each new member, in the Household Relationship column, select the appropriate membership type.
Membership type | Description |
Primary Household Member | Individual connected to the household who is the main contact for the household. |
Member | Individual connected to the household, but not the main contact. |
Minor | Individual connected to the household who is 17 years old or younger. |
Deceased | Individual who was connected to the household while alive, but has now passed away. Deceased members of a household can't serve as a primary member. |
4. When you finish setting the membership type for all the new members, select Save.
Add a household member from Contact
1. In the navigation pane, under Relationships select Contacts.
2. In the view that opens, find the contact you want to add as a member of a household, then select their name to open the contact record.
3. In the Contact Information section of the Summary tab, select the Household field, then find and select the household.
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4. Select the appropriate Household Relationship.
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5. Select Save on the action pane