Add consumers to a household

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add consumers as members of a household.

    Vorbereitungen

    Role required: One of the following roles:
    • sn_crm_consumer_data_manager
    • sn_crm_household_data_manager
    • sn_crm_household_relationship_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_foundation_data_manager
    • sn_crm_foundation_admin
    • sn_customerservice_manager
    • admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can add existing consumers from the Consumer table to a household.
    • A household can have multiple consumers.
    • A consumer can belong to multiple households. One household can be designated as the primary household for that consumer.

    Household member records are added to the Household Member table. When a consumer is added to a household, the consumer is assigned as a unique household member number that begins with the prefix HM.

    The Household form includes the following related lists for household members:
    • Current Members: Consumers that belong to the household as of the current date.
    • All Members: Current members and past members. The customer service manager or admin can indicate that a consumer no longer belongs to the household by adding a date to the End Date field. A consumer that has left a household can be added back to that household.

    Prozedur

    1. Navigate to All > Customer Service > Customer > Households.
    2. Select a household.
    3. In the Current Members related list, select New.
    4. Add a user from the Consumer table in the Consumer field.
      The Household field is automatically updated with the household selected in step 2.
    5. Wahlweise: If desired, add the date that the consumer was added to the household in the Start Date field.
      If the consumer is removed from the household, you can add the End Date field.
    6. Select Submit.
      The consumer is added to the Current Members related list.
      On the Consumer form for this consumer, the household is added to the following related lists:
      • Current Households
      • All Households
      Hinweis:
      You must configure the Consumer form to display these related lists. For more information, see Configure Service Model Foundation.