Enter Household Data Manually

Create a Household record with a combination of data that you enter on Households screens and elsewhere on your website.

  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. In the “Households” window that opens, click on the “Households Actions” button and choose “+New Household.”
  4. In the “ADD NEW HOUSEHOLD” window that opens, type the title, Household access type, address, and Household member information. Note that the “Household Members” information is optional.
    • The “Household Title” is a unique identifier that applies to an individual Household. Create a pattern based on some combination of distinctive information, such as the lot number plus the street address.
    • Choose the “Household Access Type” from the dropdown menu that lists the five essential Household types (Owner, Renter, Contractors, Prop Manager, Other).
    • Select the “Address” from the dropdown menu. The entries in this dropdown menu come from the data you add through the “Addresses” tab. To learn how to set up Addresses, see the “Addresses” item in the “Households” section of these instructions.
    • If the Address you need does not appear in the “Address” dropdown menu, click on the “Add New” link to open the “ADD NEW ADDRESS” window and create the Address you need. When you finish entering the address information, click on the “Save Address” button to create it and return to the “ADD NEW HOUSEHOLD” window.
    • Click on the “Household Members” dropdown menu to select one or more individuals as members of this Household.
    • Click on the “X” in front of the name of a Household member to remove that individual from the specific Household.
  5. When you are happy with your Household entry, click on the “View Summary” button to review it. If the information is correct, click on the “Save Household” button to complete the process of adding it.
    • To revise the information, click on the “Back” button to return to the “ADD NEW HOUSEHOLD” window.
    • To exit the “ADD NEW HOUSEHOLD” window without completing the import process, click on the “Close” button, press the “Esc” key, or click on the “X” in the top right corner of the window.