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Household Summary Page
Household Summary Page

High Level Information About a Household in One Place

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a year ago

The first page that appears after clicking a household name in the household index, or by searching for and clicking the household's name in the search bar, is the Household Summary Page. This page provides a one page visual overview of household information. It is designed for the advisor to review or re-familiarize themselves with the household at a glance.

Household Pages Menu

Notice the Household Tools Menu expands and retracts from the left by clicking the arrow icon revealing the various pages making up this Household.

Links to Household Pages

Click the page name or icon to go directly to the page of the Household to view and edit data. Support articles are linked to the household's pages below.

Edit Household Details

Click "Edit" next to the household name to modify and view the following information on the Household Details Page:

  • Household Contact Information (name, address, phone, description)

  • Edit the household status (Client, Prospect, Sample, Stencil)

  • Delete the household from your household index (cannot be undone)

  • Investor Profile

  • Integration status

  • Go to the Household Details support article to learn more

Actions Icon (three dots)

Every pane has additional functions. Click the three dots icon to see what they are.

Panes

Integrations: When Integrations are enabled an Integrations pane also becomes available to connect and disconnect the household and members from the integration You may choose to resynchronize (refresh) the values with the integration from this view.

Target-Maps: When Target-Maps are present, they will be visible on the Summary Page and on the Target-Maps page.

  • Add a Target-Map

  • Edit Target-Map Preferences settings

  • Click on the title of the desired Target-Map to view or edit its details.

  • Click the Target-Maps pane title to go to the Target-Map Summary page.

  • Click the PDF icon to produce an electronic version of the desired Target-Map details.

Asset-Map: When an Asset-Map is created a preview is provided. Click the function dots to refresh the image. Click the Asset-Map title or the preview to go to the Asset-Map Report page.

Data Loader: If available, access the Data Loader to import and sync financial information from other data sources from a CSV format file.

Reports: Historically created reports can be re-downloaded.

4/2023

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