Viewing Information Related to Households

Complete the following procedure to view additional information related to a household.

To view additional information related to a household

  1. Navigate to the Households screen, then the List view.

  2. Drill down on the Name field of a household record.

  3. Navigate to the following views for the type of information you want to view:

    • Attachments

    • Notes

    • Opportunities

    • Service Requests

    • Agreements

    • Assets

      The corresponding list appears.