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Enter Household Data Manually

Create a Household record by typing in the data yourself, rather than importing it from a file.

Steps

  1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Households tab.
  3. Click Households Actions and choose New Household to open the entry form.
  4. In the ADD NEW HOUSEHOLD window, fill in the fields (see below).
  5. Click View Summary to review the entry before saving.
  6. Click Save Household to complete the record.

Household Fields

  • Household Title — a unique identifier, typically a combination of distinctive details such as a lot number and street address.
  • Household Access Type — chosen from a dropdown of five categories: Owner, Renter, Contractors, Prop Manager, or Other.
  • Address — chosen from your existing Address records. If the Address you need isn’t listed, click Add New to create it without leaving this window.
  • Household Members — optional; select the members who belong to this Household. Click the X next to a member’s name to remove them from the selection.

Click Back to return to editing, or click Close, press Esc, or click the X to exit without saving.