In Wealthbox, each person should have their own "person" record including a household name and household title (i.e. Head, Spouse, Child, etc) and any additional demographic details that should apply to the person.
The household record does not support many fields. Demographic fields should be tracked on the person's records (i.e. Phone, Address, etc).
You will find a Family Members widget on each person's record as well as the household record and all records are easy to navigate to by clicking the hyperlink in the widget.
There should be one Head record for each household. This gives you the ability to filter by household. For example, if you need a list of all clients and only want to include one person from each household.
Some users do not create a household record for single clients, but we do recommend adding the "Head" household title for consistency.
The household records will include a combined activity stream for activities added to all related family members.
If you enter a note to a person record, it will display in the related household's activity stream (not in the related person records).
If you enter a note in the household record, it will appear in all related family member's records.
Email addresses are supported on a household record which allows you to see emails syncing with Wealthbox Mail.