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Adding Households

The first thing you see when you click People > Search > Add Household is the advanced search form. To prevent accidentally entering duplicate records, try searching in at least two ways—by name and by a communication or address value—prior to adding a new household. Frequently, you will find children that belong to the household because they were added through the Check-in application and you can simply add the adults to the household.

When you are sure the household does not exist, you are ready to add a new household.

Note: You must have the People Edit security access right to add a household.

To add an individual to a household:

1. Click People > Search > Add Household. The advanced search form appears.
2. Click Add a household in the upper-right corner of the search form. The Add New Household form appears.

   Tip! When adding a household, it's not necessary to use your mouse. You can use the Tab key on your keyboard to move from field to field. Buttons and calendar controls can be pressed by tabbing to the control and pressing Enter on your keyboard. Drop-down list selections can be made by tabbing to the drop-down list and then pressing the first letter of the option you wish to select (press the letter more than once if there are several choices that begin with the same letter).

3. Type the Home phone number. This is the primary number used to contact all members of this household.
4. Type or select all known information for the first individual in the household. The Head household position is selected by default but can be changed if needed. Household position is a required field.
5. Status is a required field that refers to an individual's membership status and must be completed before you can proceed.
6. Optionally, click the More fields link to display additional fields that can be completed. (You can tab to this field and press Enter to expand the additional fields.)

   Note: Two phone number and email address fields display by default. If you need to add additional fields, you can do so after the record has been created.

7. Optionally, tab to the Add another individual link and press Enter to display form fields for the next household member.
8. Repeat steps 4 - 7 until all household members have been added.
9. Click Save this household (or press the Tab button until Save Household is selected and press Enter). The Add Household Primary Address form appears.
10. Type the household address in the appropriate fields.
11. Click Save primary address. Address verification begins at this point.
12. If the address is found and verified, the household is created and will display. If you entered a partial address the address verification service will recommend an address or prompt you to enter additional information. You can accept or override the suggestions. Optionally, you can click Edit this address to edit the address you entered for the household.

After you have entered the address, the household record displays where you can add another individual or enter a contact form for the household.