You can use this task to add a new contact to the household.
To add a contact to a household, follow these steps:
1. Go to Household Detail > Additional Info Tab.
2. Go to Tasks > Add Household Contact.
3. On the Add Household Contact tab, you can enter the contact's name, address, phone numbers, email address, and any notes about the contact.
Note
The values for the Phone Type fields are added and maintained in System Administration > Maintain Lookup Tables - Phone Type.
4. In the Contact Order field, you can specify the order in which the household contacts are displayed on the Additional Info tab. If you leave this field blank, the contacts are sorted in the order in which they were added to the household.
5. In the Contact Type field, select the type. By default, the following options are available:
▪ Emergency Contact #1—Select if the contact is an emergency contact.
▪ Emergency Contact #2—Select if the contact is an emergency contact.
▪ Social Worker—Select if the contact is a social worker.
Note
Additional contact types can be added and maintained in System Administration > Maintain Lookup Tables - Household Contact Types.
6. Click Finished.