Households
A Household is the family record for a group of Contacts.
Contacts in a household are assigned a role within the household:
- Head of Household
- Spouse
- Partner
- Dependent
Each Contact will also have their own record, however, most activity will happen at the household level.
In each household, a banner displays:
- The name of the household
- The household’s status with your practice
- The household’s tier
- The preferred phone number and address
These can be edited by selecting the More Actions button by the household name and choosing Edit.
Each Household record has the following sections:
- Summary – a synopsis of information about the members of the household and the activities going on with it.
- Detail – comprehensive information about the household, which is necessary for marketing campaigns, including the addresses and phone numbers associated with this family.
- Activities – the records of what you have done and are doing with this family.
- Conversations – instant messages between Users about this family.
- Opportunities – an amount of money that will come due to be invested at a future date.
- Calendar – a calendar that shows only items scheduled with this family
- Service Requests – a workspace for managing requested account changes and other service issues.
- Hierarchy – a tree view of relationships between people and families in your system.
- Audit Trail – a comprehensive list of every minute change made to this record.
Related Articles
How to merge Households and Contacts
In G5 you can merge two Households together or two Contacts together. A Household and a Contact are unable to be merged. If you have duplicate individuals inside duplicate Households, the best practice is to merge the duplicate Contacts first, then ...Add Households or Contacts to an Existing Opportunity
Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Contacts card on the Detail tab. Check the boxes next to any contacts, households, or businesses you want to add to the opportunity. ...How to Add a Halo to Deceased Contacts or Households
Having a visual cue that someone is deceased is helpful in avoiding social missteps. This procedure will show you how to add a halo to a deceased Household or Contact in order to provide this visual cue. Note: Mark a Household deceased only when all ...How to Add a Note to Multiple Households or Contacts
When you want to add simple information to multiple Households or Contacts, you can use a batch process. Warning: This should not be used to record conversations or meetings. Tasks and Schedule Items are used to record conversations or meetings ...How to Create a Households with No Contacts Report in G5
This report will show you all Households that have no contacts in them. Such Households may be missing vital details that are stored in the individual’s records. Best Practice: Each Household should have at least one Contact. Personal information ...