Enter Household Address Data Manually

Create an Address record with data that you type.

  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. In the “Addresses” window that opens, click on the “Addresses Actions” button and choose “+New Address.”
  4. In the “ADD NEW ADDRESS” window that opens, type the lot number and Address information. Note that the “Lot Number” is optional, as is the second line of the address.
    • The “Lot Number” is a unique identifier that applies to an individual Address. Use the numbers from your community plan.
    • Enter up to two lines of address information into the “Address” and “Address Line 2” entry boxes.
    • Enter the city name and choose the state from the dropdown menu.
    • Enter the 5-digit ZIP Code.
  5. To override automatic assignment of a Primary Resident, click on the “Primary Resident” dropdown menu to open it. Activate the checkbox in front of the desired Household Member name. Note that this menu only contains entries if your Household Members are in the system and the Household Address you are editing corresponds with a Household to which Household Members are attached.
  6. When you are happy with your Address entry, click on the “Save Address” button to complete the process of adding it.
    • To exit the process without creating an “Address” item, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.