Add household info 🏡
From the Contacts tab, select the contact you want to edit.
Click on Household and choose Join Household or Create New.
Fill in a household name (for internal use) and an optional envelope name which will be used for Engage emails.
Click either Add to household or Create Household
Contacts can only belong to one household at a time.
Edit or remove info ❌
From the Contacts tab, select the contact you want to edit.
Click on Household and all the household members will show.
Click the three dots (...) next to the person you want to edit.
Choose Remove from household or Make primary contact.
Changing a primary contact will take effect immediately.
Removing a household member will pop up a confirmation screen.
Removed household members can be added back to the same household.
Add and edit info 👩👧👦
The relationship module may pop up when you add someone to a household. Simply choose the appropriate relationships and click Add to household.
You can also add relationships for people who aren't in the same household.
Locate the contact you want to update.
Click on Relationships and then Add relationship.
Search for the contact you want to create the relationship to.
Choose the appropriate relationships and click Create Relationship.
To update or remove a relationship, click on the three dots (...) next to the relation and choose from Edit relationship or Delete relationship.
A deleted relationship can be re-created.
Relationship options 🧑🤝🧑
Brother
Co-worker
Daughter
Employee
Employer
Father
Friend
Grandmother
Grandfather
Husband
Mother
Partner
Roommate
Sister
Son
Spouse
Wife
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