Create or update a household

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Create a household.

    Before you begin

    Role required: sn_customerservice_manager, admin

    About this task

    A household is made up of a group of consumers who live at a common address and share products and services.

    A household can have a designated head of household and multiple current members. The head of household has access to all of the cases and information for the other household members.

    A user with the system administrator role can create a household. This user can also delete a household. When a household is deleted, the system clears the references and associations to the household, including members, sold products, cases, and work orders, but does not delete these associated entities.

    Procedure

    1. Navigate to All > Customer Service > Customers > Households.
    2. Click New on the Households list.
    3. Fill in the fields on the Household form.
    4. Click Submit.
      The household is added to the Households list.