SmartPDA Households

SmartPDA Households

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The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

Households can be viewed by selecting the Households

hyperlink from the Main Menu.

The Household Name is the search criteria for Households. Click the

Go button to display the list

of Households. The Household List displays the Household Name, Household

Head and Address. The Household Name field is a hyperlinked field that

displays the Household Detail information.

Creating a new Household)

A new household can be added by clicking the New

button on the Household Detail screen. Once the New button is selected,

it prompts to designate a Household Head.

Once a contact is specified as Household Head, the Household Detail

screen displays where the user can enter the Household Name, Income,

Income Range, Net Worth and Net Worth Range. Once the details are

entered, click the Save button.

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