Add consumers to a household
Add consumers as members of a household.
Before you begin
Role required: sn_customerservice_manager, admin
About this task
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 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.