Create or update a household
Create or update a household.
Before you begin
Role required: One of the following roles:
- sn_crm_consumer_data_manager
- sn_crm_household_data_manager
- sn_crm_household_relationship_data_manager
- sn_crm_consumer_relationship_data_manager
- sn_crm_foundation_data_manager
- sn_crm_foundation_admin
- sn_customerservice_manager
- admin
About this task
A household is made up of a group of consumers who live at a common address and share products and services. A household can have a designated head of household and multiple current members. The head of household has access to all the cases and information for the other household members.
A user with the administrator role can create a household. This user can also delete a household. When a household is deleted, the system removes its references and associations—including members, sold products, cases, and work orders—but doesn’t delete the associated entities.
Procedure
Navigate to All > Customer Service > Customers > Households.
Select New on the Households list.
Fill in the fields on the Household form.
Select Submit.
The household is added to the Households list.
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