Follow these steps to create, edit, and maintain Financial Households from any contact record.
Step 1: Open the Financial Household Drawer
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Start on the EveryAction home page.
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Open a contact record using the Search for a contact field on the upper right side.
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In the About column, scroll to Financial Household.
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Select the More arrow to expand the drawer.
Tip: Use the Recently Viewed Contacts section and the name of your desired contact.
Step 2: View or edit household details
Inside the drawer, you’ll see:
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Household Members
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Acknowledgment details
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Salutations
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Envelope names
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Financial Household Address
Select the pencil/arrow icon to edit any field.
Step 3: Add members
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Select Add Members.
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Review suggested contacts (based on relationships or shared addresses).
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Or search for any contact using the search bar.
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Choose Save & Continue.
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If prompted, decide whether to change the Primary Member.
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Assign the relationship type.
Step 4: Edit or remove members
From the Members list, you can:
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Edit a relationship
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Change the Primary Member
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Remove a member
All changes take effect immediately.
Step 5: View combined household data
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Look under the stat bar for the Financial Household View checkbox.
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Turn it on to see combined:
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Activity
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Financial history
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Notes
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Turn it off to return to the individual view.
Tooltips indicate sections that do not support combined data.
Not quite what you were searching for?
- Navigate back to the Build & Manage Relationships Resource Index.
How do I manage financial households? | How does manage financial households work in EveryAction? | Why can't I manage financial households? | Where do I manage financial households in EveryAction? | What is manage financial households in EveryAction? | How to manage financial households? | Can I manage financial households in EveryAction?

