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
- Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
- Click on the Addresses tab.
- Click Addresses Actions and select New Address.
- In the ADD NEW ADDRESS window, enter the address information (see below).
- 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.
- 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.