Household View Page š
After you have linked contacts together using the View Associations feature, the Household View page is created. This Household view allows you to view all contact information in one page including names, contact information, and other key personal information like Social Security Numbers and Dates of Birth.
Access Household View for Contacts
Once you have created an association for the desired contact, > click the View Associations button and select the contact information with the Household badge (i.e. Jim & Pam Halpert).
Secure Display of Sensitive Data
To ensure security while providing convenience, Date of Birth and SSN will be hidden by default. Users can choose to show this information by clicking Click to Reveal.
PII Report and Automatic Logging
Each time a user accesses Date of Birth and/or SSN, a log will be recorded on the PII Report. Owner and Manager roles have access to the PII Report.
FAQs: Households
Can I run a Report to see how many Households I have?
Can I run a Report to see how many Households I have?
To see how many household you have in Swivel, you will want to pull a full contact export. Then you can use the column titled āHousehold Nameā and clear out the remainder of the data. From here, use the excel āRemove Duplicatesā feature to remove duplicate households. The # of rows shown is your number of households.