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Enter Household Address Data Manually

When you create an Address that a Household will attach to, you can also assign a Primary Resident to it at the same time — as long as the Address is already linked to a Household with members attached.

Steps

  1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Addresses tab.
  3. Click Addresses Actions and select New Address.
  4. In the ADD NEW ADDRESS window, enter the address information (see below).
  5. If the Address already has a Household with members attached, open the Select Primary Residents dropdown and check the box next to the member whose name should appear on Household dues invoices for this Address.
  6. Click Save Address to complete the record.

Address Fields

  • Lot Number — optional; a unique identifier commonly taken from your community’s plan numbers.
  • Country — chosen from a dropdown; defaults to no country selected.
  • Address and Address Line 2 — up to two lines of street address data.
  • City and State — city name typed in, state chosen from a dropdown.
  • ZIP Code — the five-digit postal code.

Note: The Select Primary Residents field only shows options once household members exist in the system and are linked to a Household attached to this Address.

To cancel without saving, click Cancel, press Esc, or click the X in the top right corner of the window.