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Add New Household

5 views 0 June 2, 2021 kbadmin

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:

  1. Click button.

The Household – Add page is displayed.

  1. 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  button to view the Customer page.

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.
  1. Click button to save the Household information.

You can also click  button to save the Household information and add another Household.

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