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How to Add a Household?

Step 1: Go to People -> Households -> Hse-List.

Step 2: Click on Add New Household at the bottom of the window

Field Definition examples:

Title:

• If Married Couple Title=Mr. & Mrs. or Mr. & Dr.
• If Single Person Title=Mr. or Mrs.
• Many People will leave this field blank.

First Name:

• If Married Couple First Name=John & Mary or Mary & John
• If Single Person First Name=John or Mary
• This field is never blank. It must contain the Head(s) of households

Last Name:

• If Married Couple with same last name. Last Name=Anderson
• If Married Couple with different last names. Last Name=Anderson(Smith) The primary last name of the household would be Anderson and the Secondary name would be Smith.
• If Married Couple with different last names and the wife hyphenates her last name Smith after his name Anderson. Last Name=Anderson(-Smith) The parenthesis are important here to distinquish that John does not hyphenate his name.
• If Married Couple with different last names and the wife hyphenates her last name Smith after his name Anderson. Last Name=Anderson(-Smith)
• If Married Couple both hyphenates their last names . Last Name=Anderson-Smith

Status:

• The status field is used to designate different types of households. The system offers four default status codes of Active, Inactive, Visitor and Delete. You can add as many of these as you wish by going to Organization -> Perferences -> Church Membership. On the right side locate the field "Select Drop Down List" and select "Status". Enter the Status you wish to add in the New / Modified Value and click Save New / Modify button.
• The most common Status codes we see are: (This field has a maximum of 15 characters so some of these are abbreviated.
  1. Active
  2. Inactive
  3. Visitor
  4. Delete
  5. Active NonMem ( Abbreviation for Active Non-Member )
  6. Associate Mem ( Associate Member )
  7. Friend
  8. Prospect
  9. Shutin
• Do not add a status code where an individual can fall into more than one code. Example: don't add choir since a Choir member can also be an Active Member. Don't add Employee since an employee could be Active or Friend. Choir members belong in Groups.

Status Date:

• The Status Date can be used in several ways. Most will change the status date each time the household Status is changed. Some will change the date everytime a field is modified on the window. You could also use it as the date the household joined the church

Once you are done filling in all the fields click the button "Save". Once the household is added you should add all the members into the household by clicking on "Add - View Members".

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