Add Contacts to a Household
To add a single or multiple contacts to a household, first perform a Search.
From the search results, select which records you want. Your options for choosing contacts are:
- Check the boxes to the left of each individual contact you wish to print and choose selected records only
- Choose all # contacts (#=the number of contacts found by the search). Remember this will select the entire search result set - including records not displayed on the current page if the search returned multiple pages of results.
From the -more actions- dropdown menu at the top of the list of found contacts, choose Add Contacts to Household and click Go.
This will bring you to the "Add Members to a Household" screen.
Relationship Type - Select either Head of Household for or Household Member of.
Find Target Household - Enter the name of the household.
A list of households matching the terms you entered will appear.
Mark the target contact(s) for this relationship if it appears. Otherwise you may modify the search name entered and click Search again.
If no matches are found you will see the message:
No matching results for
- Name like: (search term)
- Contact type: Household
Check your spelling, or try fewer letters for the target contact name.
If you need to further refine your search for the target household, you can click on the Advanced Search or Search Builder links near the top of the page.
Click Add to Household to add the contact(s) or Cancel to cancel.