The Add New Household option enables you to create new Household records in the database. Perform the following procedure to create a new Household record:
- Click
button.
The Household – Add page is displayed.
- Populate the form with required details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| Household ID | Enter a unique ID representing the Household. |
| Household Name | Enter the name of the Household. |
| Household Type | Enter the Household type. |
| Household Desc | Enter a description about the Household. |
| Household Open Date | Click the text field adjacent to this field and pick the Household open date from the calendar. |
| Household Close Date | Click the text field adjacent to this field and pick the Household closing date from the calendar. |
| Household Balance | Enter the Household balance. |
| Household Prior Balance | Enter the prior balance in the Household. |
| Address1 | Enter the address. |
| Address2 | Enter the address 2. |
| City | Enter the city. |
| State | Enter the state. |
| Country | Enter the country. |
| Zip/Postal code | Enter the zip/postal code. |
| Flexi Text 1 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 2 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Text 3 | This is a flexible text field used to store text data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 1 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 2 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Flexi Amount 3 | This is a flexible numeric field used to store numeric data for which you do not have a standard field present. This field can be renamed. |
| Customer ID | Click the drop down list and select the customer ID. This list includes all the pre-defined Customer IDs.
You can also click |
| IsActive | Select the check box adjacent to this field, if you want to keep this Household as active. |
| Modified On | Click the text field adjacent to this field and pick the modified date from the calendar. |
| Owner | This field is auto populated with the name of the user who has created this record. |
button to view the Customer page.- Click
button to save the Household information.
You can also click 
button to save the Household information and add another Household.