The Household List page shows the subset or list of households you selected in the Household Homepage. From the Household List page, you can review multiple households at a glance.
Using the drop-down menu, you can also switch to another household list. The picklist contains both standard lists distributed with the application and custom lists for your company. For a description of the standard lists, see the table in Household Homepage.
The following table describes what you can do from the Households List page.
To do this
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Follow these steps
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Add households to books or remove households from books
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On the Household List title bar, click Menu, and select Batch Assign Book. Complete the steps described in Assigning Records to Books.
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Create a filtered list
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On the Household List title bar, click Menu, and select Manage Lists, and then click New List. Follow the steps in the New Households List wizard and click Finish when you are done.
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Create a household record
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On the Household List title bar, click New Household. On the Household Edit page, enter the required information and save the record.
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Create a new Household list
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On the Household List title bar, click Menu, and select Create New List. Complete the steps described in Creating and Refining Lists.
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Delete all records from the Household list
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On the Household List title bar, click Menu, and select Batch Delete. Complete the steps described in Deleting and Restoring Records.
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Export the list
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On the Household List title bar, click Menu, and select Export List. Complete the steps described in Exporting Records in Lists.
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Find a household
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Click the Name column header to sort the data. Then click a letter in the alphabet bar. For households beginning with numbers, click 0-9.
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Manage all the Household lists
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On the Household List title bar, click Menu, and select Manage Lists. Complete the steps for your required task described in Manage Lists Page.
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Page through the list
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Click the Previous or Next links.
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Refine the search criteria for the list
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On the Household List title bar, click Menu, and select Refine List. Complete the steps described in Creating and Refining Lists.
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Show more or fewer records
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In the Number of records displayed list at the bottom of the page, select a number of records to see at one time.
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Show the key information and filter information for the list
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On the Household List title bar, click Menu, and select Show List Filter. Complete the steps described in View List Page.
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Update a group of Household records at once
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On the Household List title bar, click Menu, and select Mass Update in the Household List title bar. Complete the steps described in Updating Groups of Records.
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Update a household
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Select the record. On the Edit page, update the household and save the record.
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View a subset of households
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On the Household List title bar, click the picklist and change the selection.
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View all households
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On the Household List title bar, click the picklist and change the selection.
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