Household Fields
Use the Household Edit page to add a household or update details for an existing household. The Household Edit page shows the complete set of fields for a household.
NOTE: Company administrators can customize your application in a variety of ways, such as changing names for record types, fields, and options in picklists. Therefore, the information you see might differ from the standard information described in this table.
The following table provides additional information regarding some fields. Many fields on the Household pages are read-only because they are calculated from the contact records linked to the household with the Roll Up field checked. Additive fields, such as Total Assets, are totaled from all contacts with the Roll Up field checked in the household. Non-additive fields, such as addresses, are usually rolled up from the primary contact in the household.
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Field
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Description
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Key Household Information
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Household Name
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Limit of 50 characters.
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Primary
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Read-only.
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Household Detail Information
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Type
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Default values are: Family - Children, Family - No Children, Family - Senior Citizen, Single, Single Parent Family, Family, Extended Family, Unmarried Couple, Empty Nest, Retired, and Other.
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Segment
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Default values are: White Collar, Blue Collar, Rural, Own Residence, Renter, Rural/Farming, Mass Retail, Mass Affluent, High Net Worth, Penta-Millionaires, and Ultra High Net Worth.
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Last Activity
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Read-only. Reflects the date of the last activity linked to the household.
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Head of Household DOB
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Read-only.
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Additional Information
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Primary Address
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Read-only.
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Alternate Address
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Read-only.
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Owner
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Generally, the owner can update record details, transfer a record to another owner, or delete the record. However, access levels can be adjusted by the Administrator to restrict or expand a user's access.
This value affects which records are included in reports you or your managers run (from Reports and Dashboard pages).
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Household Financial Profile
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Total Income
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The total income for all contacts that roll up into the household. Read-only.
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Total Assets
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The total assets for all contacts that roll up into the household. Read-only.
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Total Expenses
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The total expenses for all contacts that roll up into the household. Read-only.
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Total Liabilities
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The total liabilities for all contacts that roll up into the household. Read-only.
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Total Net Worth
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The total net worth for all contacts that roll up into the household. Read-only.
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Investment Risk Profile
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Risk Profile
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Populated from contact record of the head of household. Read-only.
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Experience Level
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Populated from contact record of the head of household. Read-only.
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Investment Horizon
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Populated from contact record of the head of household. Read-only.
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Current Investment Mix
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Populated from contact record of the head of household. Read-only.
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Objective
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Populated from contact record of the head of household. Read-only.
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Primary Goal
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Populated from contact record of the head of household. Read-only.
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Related Information
See the following topics for related Household information:
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