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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.

Field

Description

Key Household Information

Household Name

Limit of 50 characters.

Primary

Read-only.

Household Detail Information

Type

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.

Segment

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.

Last Activity

Read-only. Reflects the date of the last activity linked to the household.

Head of Household DOB

Read-only.

Additional Information

Primary Address

Read-only.

Alternate Address

Read-only.

Owner

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).

Household Financial Profile

Total Income

The total income for all contacts that roll up into the household. Read-only.

Total Assets

The total assets for all contacts that roll up into the household. Read-only.

Total Expenses

The total expenses for all contacts that roll up into the household. Read-only.

Total Liabilities

The total liabilities for all contacts that roll up into the household. Read-only.

Total Net Worth

The total net worth for all contacts that roll up into the household. Read-only.

Investment Risk Profile

Risk Profile

Populated from contact record of the head of household. Read-only.

Experience Level

Populated from contact record of the head of household. Read-only.

Investment Horizon

Populated from contact record of the head of household. Read-only.

Current Investment Mix

Populated from contact record of the head of household. Read-only.

Objective

Populated from contact record of the head of household. Read-only.

Primary Goal

Populated from contact record of the head of household. Read-only.

 Related Information

See the following topics for related Household information:


Published 05/11/2007