Exercise #2: Create a New Household, Contacts and Company

This guide provides a step-by-step approach to efficiently create and manage household, contact, and company records. It simplifies the process of organizing personal and professional relationships, ensuring that all relevant information is captured and easily accessible. By following these instructions, users can streamline their data management, making it easier to maintain and update records as needed. This is essential for anyone looking to enhance their organizational skills in managing contacts and relationships.

32 steps

Create a New Household

From the Contact List module, click "New Entry".

Click "NEW HOUSEHOLD".

Click the "First name" field.

Type the first names of the couple, e.g. "Phil & Claire".

Click the "Last name\*" field.

Type the last name of the couple e.g. "Dunphy-{your last name}"

Click "Save".

Create New Contacts

Click the check box by the newly created Household record.

Click "New Entry".

Click "NEW CONTACT".

Click the "First name" field.

Enter the first and last name of one of the members of the couple, along with all relevant information, like phone number/s and email/s.

There are a number fields to capture relevant financial data. This does not to be completed all at once. You can always come back to edit the record as often as you need!

Click "Save".

Click "New Entry".

Click "NEW CONTACT"

Repeat the steps to create additional members of the Household.

Create a New Company

Click "New Entry"

Click "NEW COMPANY"

Type the name of the company that your Contact works at, e.g. "Dunphy Real Estate".

Click "Save"

Select the record of the Contact you want to relate the Company record to.

Click "Related Entries".

Click the "Related Entries" icon.

Click the radio button for "Company".

Type the name of the Company and click "Search".

Click "Dunphy Real Estate"

Click "OK"

Select the drop down option for the Relationship type menu and select the most appropriate job title.

Add any relevant notes in the note field to describe the nature of the relationship.

Click "OK".

Validate that the company is sitting as a Related Entry to The Contact record.

Exercise #2: Create a New Household, Contacts and Company

32 steps

Create a New Household

From the Contact List module, click "New Entry".

Click "NEW HOUSEHOLD".

Click the "First name" field.

Type the first names of the couple, e.g. "Phil & Claire".

Click the "Last name\*" field.

Type the last name of the couple e.g. "Dunphy-{your last name}"

Click "Save".

Create New Contacts

Click the check box by the newly created Household record.

Click "New Entry".

Click "NEW CONTACT".

Click the "First name" field.

Enter the first and last name of one of the members of the couple, along with all relevant information, like phone number/s and email/s.

There are a number fields to capture relevant financial data. This does not to be completed all at once. You can always come back to edit the record as often as you need!

Click "Save".

Click "New Entry".

Click "NEW CONTACT"

Repeat the steps to create additional members of the Household.

Create a New Company

Click "New Entry"

Click "NEW COMPANY"

Type the name of the company that your Contact works at, e.g. "Dunphy Real Estate".

Click "Save"

Select the record of the Contact you want to relate the Company record to.

Click "Related Entries".

Click the "Related Entries" icon.

Click the radio button for "Company".

Type the name of the Company and click "Search".

Click "Dunphy Real Estate"

Click "OK"

Select the drop down option for the Relationship type menu and select the most appropriate job title.

Add any relevant notes in the note field to describe the nature of the relationship.

Click "OK".

Validate that the company is sitting as a Related Entry to The Contact record.