Summary Tab

The Summary tab displays the most used information for a household account.

1. Account information

2. Primary member

3. Household details

4. Household members

5. Timeline

The household members table lists all the contacts currently connected to the household record and provides a summary for each.

The ACCOUNT INFORMATION area contains general information about the household account.

Field	Description
Household Number	A read-only ID field generated automatically by PowerWorker Engage
Account Type	For household records, this field should always be set to Household.
Household Name	Name of the Household Account record, typically “LastName Household” (for example, "Cook Household").
Household Salutation	The preferred name for addressing the entire household (for example, "The Cook Family").
Informal Salutation	The informal salutation from the primary household member’s record (for example, "Hayden").
Formal Salutation	The formal salutation from the primary household member’s record (for example, "Mr. Cook").
Phone	Main phone number associated with the household.
Address Details	Current street address, city, state, Zip code, and country/region associated with the Household Account record.
Description	A free-text field to enter additional information to the Household Account record.

The PRIMARY MEMBER area contains information about the individual listed as the primary household member.

Field	Description
Full Name	Displays the current primary household member associated with the Household Account record, with a quick link that takes you to their contact record. Select this field to open an option to search for and connect a new household member here. When you first select the magnifying glass, search automatically filters for current household members. To remove this filter and search all contacts, select All Contacts. The other fields in this area automatically populate based on the primary household member selected.
Email	The email address listed on the primary household member’s contact record.
Home Phone	The home phone of the primary member of the household.
Last Transaction	The amount of the most recent transaction listed on the primary household member’s contact record.
Last Transaction Date	The date of the most recent transaction listed on the primary household member’s contact record.