Introduction into Working with Household Accounts

Introduction into Working with Household Accounts


These Household accounts are otherwise called as family accounts. If you have to track and associate family members of a particular contact, then you need to use this custom module called Household accounts.


You can create the household account with the “primary contact name + Family''. The below screenshot shows Kris Marrier’s family account where he belongs to “Evan Kai & Family”. i.e. Kris is a part of Evan kai’s family. If you need to know further relationships, you can either click on the Household account name and see the detailed information or just click on the “relationships “related list in the contacts module left panel.



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