How do I find contacts for Householding?

To search for contacts that you may want to associate as living in the same household, you can use the Match Contacts filter to find contacts in your CRM with matching values. This is very similar to the process that you'd use to find duplicates, however, in this case, you are looking for contacts to associate with one another vs. merge. 

The matching contacts filter identifies contacts by comparing the records' values for any combination of the following contact properties: First Name, Last Name, Email, Phone, Address, City, State, Zip, Employer, and Occupation. For householding though, you're likely to just use Last Name and Address.

To create a matching filter:

1. Navigate to your Contacts tab, click on the three dots next to the add filter button, and select Match Contacts

   2. Select the properties that you want Numero to use to find contacts with matching values for those properties. For example, if you choose Last Name, Address it will yield contacts who have a matching last name and address.  

   3. Select the contacts that you want to Associate, click Actions, then Associate Contacts. Learn more about associating contacts here. 

If you’re interested in learning more about how to use this tool for deduplicating, click here.