- Adding a New Home from Workspace
- Adding a New Home from an Inquiry
- Adding a New Home from a Relationship
This article is meant to assist you with adding a Home.
If you have a question not addressed here, you can contact support at firstname.lastname@example.org.
Adding a New Home from Workspace
Hover over the “Add Home” button on the action bar on your workspace, and select “Household” or “Other Residence”.
Once you have selected the home type, fill out the fields on the General tab and click on Save.
Image: “Add Home” Screen
Adding a New Home from an Inquiry
Hover over the “Status” button in the action bar in an Inquiry, and select “Open Home”. Once opened, fill out the fields on the General tab and click on Save.
Image: “Open Home: Inquiry” Screen
Adding a New Home from a Relationship
You can also quickly create a home for the case or home People Tab.
Click on the blue hyperlinked name and in the relationship view, click on Create Home located under the relationship information on the left side of the screen.
Image: People Tab: Relationship Screen
Adding a HomeClick on the blue hyper-link on the left side of the screen called, “Create Home”.
Image: Relationship Information Screen