Households
Put a couple, family, or barn staff on one contact record instead of creating duplicates.
Often more than one person is tied to the same animals — a married couple, a parent and adult child, or a manager who handles a barn's horses. Rather than create separate contacts who share an address and bills, decavet lets one contact hold additional names.
Prerequisites: an existing contact to add names to.
Why use a household
- One address, one billing ledger, one place to look.
- Either person can be referenced as a point of contact.
- No duplicate records to keep in sync.
Steps
- Open the contact from Contacts.
- Find the names section on their detail page (or the household section when editing).
- Click to add a name.
- Enter the person's name and choose their relationship to the main contact. Options include: spouse, partner, family, friend, son, daughter, employee, staff, and other.
- Click Save.
The first name on a contact is the primary name; the ones you add are additional household members.
You'll know it worked when…
The additional names appear on the contact's detail page beneath the primary name.
Note: A household member is a name on a contact, not a separate contact. If someone needs their own animals, address, and bills, create them as a separate contact instead.