Helper Help
Householding
What is Householding?
»» The grouping of all accounts
associated with one person into one
contact record.
Why Household?
»» You can aggregate Portfolios for
accounts in contact record (2 to All).
»» You can consolidate records:
all contacts with a client are contained
in one location.
»» You can expedite retrieval of contact
record: one record per name.
»» You can create a marketing /
asset-gathering opportunity. If a
client holds an account with another
advisor, you can create a mock account
on that client's contact record and
demonstrate how you would advise them
while seeing everything on one report.
How do I Household?
»» Choose the primary contact record to
which you wish to add the other
accounts.
»» Pull up the account you wish to
add: (1) click on the Accounts
button; (2) type the account
number, OR (1) click Person and type the
name; (2) click OK; (3)
select the account number and click OK.
»» Change Owner: (1) click in the
Owner field (where the name is);
(2) click Person, type the name of the
primary contact, select that name and
click OK; (3) click OK on
Account
Information page.
»» Confirm that the Contact record has
no accounts attached to it, and that all
information on the contact record is
duplicated on the primary contact
record.
»» Delete unused Contact record.
After closing the Account Information
page, you will be take back to the
Contact page that was previously
associated with the account. There
should be no account showing in the
Accounts window; if this is the case,
you may now delete the Contact
record. Select Actions from the
pull-down menu, then Delete.
»» Repeat process as needed.
Helpful Hint
»» Use the Call List feature to
facilitate the householding
process: (1) Create a "Sales
List" of all clients, making sure
to keep duplicate 'whoms'; (2)
Call the list; (3) Household as
described above; (4) Mark primary
contact as 'successful'; while at the
primary contact record, click the Disposition tab at the lower right,
click Successful, then click OK.
Quit the list whenever you want
to. You can resume the
householding process by returning to the
Sales Manager, clicking Resume, clicking
the list, and clicking Call.
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