Help Center

Families (Households)

The Families (Households) feature lets Financial Advisors manage related contacts as a single household. Instead of jumping between multiple contact records, you can view household members, activity, communications, and household-level financial totals in one unified view.

Note: Households are only available when your industry is set to Financial Advisor.

Access Households

1. Go to Contacts.
2. Click Households in the header navigation.
3. You’ll see a list of all households in your account.

Households List View

The households list helps you quickly scan families at a glance. Each row includes:

• Household name (click to open the household)
• Head of Household and spouse details
• HOH Peek and Spouse Peek icons (quick previews)
• Created date

Search and Sort

• Search: Use the search bar to find households by name.
• Sort: Use the sort arrow on the Household column to sort A–Z or Z–A.

Household Detail Page

Click a household name to open the household detail page. This page brings together everything related to the family, across all household members.

Household Overview (Top Section)

• Household name
• Head of Household client status and client-since date
• Total issued AUM across all household members
• Total issued insurance across all household members
• Last meeting date for any household member (excludes cancelled / no-show)
• Writing advisor and servicing advisor (based on the Head of Household)

Household Tabs

The household page includes tabs that load household-level information across the family:

• Contacts — Household members and their roles (click a name to open the individual contact record)
• Family Tree — Visual view of relationships (and where you can update household structure)
• Appointments — Meetings across all household members
• Tasks — Tasks assigned to any household member
• Notes — Notes related to household members
• Documents — Documents across household members
• Accounts — Financial accounts across the family
• Emails — Email history across household members
• Calls — Call logs and recordings
• Texts — SMS conversations

Manage Households

You can manage household records from the households list or the household detail page.

Edit Household Name

1. From the households list: Click the three dots next to the household → Edit family name.
2. Or from the household detail page: Click Actions → Edit.
3. Update the name and click Save.

Update Household Structure

• Update relationships between members
• Change the Head of Household
• Add or remove members

Tip: The Family Tree tab is the easiest place to review and adjust relationships at a glance.

Delete a Household

Deleting a household removes household relationships, but does not delete contacts.

• Single deletion: Use the three dots menu on the list page, or Actions on the detail page → Delete.
• Bulk deletion: Select multiple households on the list page, then use the bulk action bar → Delete.

Important: Deleting a household removes family member relationships. The contact records remain intact, but they will no longer be grouped under that household.

Export Household Data (CSV)

1. Go to the Households list.
2. Apply search filters if needed.
3. Click Actions → Download CSV.
4. You’ll see a confirmation that your export is being processed.
5. You’ll receive an email with a download link when the CSV is ready.

The export includes household information, Head of Household details, spouse details, and key contact data (including IDs).

Navigate from a Contact to Their Household

If a contact belongs to a household, you can open the household directly from the contact record:

1. Open the contact’s detail page.
2. In the Important Information section, find the Family field.
3. Click the household name to open the household detail page.

Best Practices

• Use a consistent household naming format (example: “Smith Household”).
• Keep the Head of Household accurate — it drives key household-level context.
• Use the household view before meetings to quickly review activity across all family members.
• Check the Accounts tab to understand total household AUM and insurance at a glance.

Need Help?

Questions or feedback? Contact us at support@leadcenter.ai.