Groups & Households

You can organize your contact records into groups according to any criteria you choose, and you will be able to pull up a group of prospects and accounts instead of selecting them one at a time.

In addition, for accounts that meet the criteria, you can create Households. Select one member as the head of household, and that member can log in with that user name to view all reporting and account details for all accounts in the household. Once you create a Household, a paper form will be generated that the client must sign and return if they want to be considered a household. Paper forms are generated each time a new household is created or modified.

1. Click Menu in the top left corner > Administration & Tools > Groups & Households

   • View Current Members in a Group
   • Add, Edit or Delete a Group
   • Create a Household Group
   • View Current Members in a Household
   • Add, Edit or Delete a Household
   • Link Existing Client Accounts