Adding a Home

Content

  • Introduction
  • Adding a New Home from Workspace
  • Adding a New Home from an Inquiry
  • Adding a New Home from a Relationship

Introduction

This article is meant to assist you with adding a Home. 

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or you can contact support at support@extendedreach.com. 

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

  • Click on the blue hyper-link on the left side of the screen called, “Create Home”.

Image: Relationship Information Screen

Still need help? Contact Us Contact Us