Adding CRM Records to a Household

In Site Stacker, you can add multiple CRM records in one (1) Household. This is used specifically for the Statements Report or any other report that groups it by the 'Household'. To add records to a household, and assign the Head of Household:

In the CRM component, search for a record.

Right-click on the record and click 'Household Members'.

Click 'Add' and start adding the other Household members.

To assign a 'Head of Household', right-click on a household member and click 'Make Head of Household'.

Modified on Tue, 19 Sep, 2023 at 11:39 AM