Household Overview

Owned by Haile Elizondo
Last updated: Mar 15, 2020 by Former user (Deleted)
When viewing a household or individual in Doorways, there are multiple widgets, tabs, and fields to be viewed, added, or edited. This is where you can interact with a tenants household members, bio, tribal affiliation, HUD status, contact information, accounting information, waiting list details, and correspondence history.

Access this page by either:

  • Using the Household Name search tool.
  • All Households > Click on desired household
Household Management Screen at a Glance:

A. Unit Location/Household Status - When the address is clicked, you will be directed to a Unit Overview, where you can see the units Overview, History, Work Order History, Notes, and Images.

B. Output - Click this symbol to launch the output wizard. For form information see, Generate a Letter.

C. Household Overview Tabs - Each tab offers associated information about the household. 

D. Tenant Profile Information - This includes Bio information, HUD stats, Tribal Affiliation.  

E. Edit Profile Link - Click this link to edit the specified tenants information and/or upload a profile photo. See Editing an Existing Household for more on editing a tenant/individuals information.

F. Other Household Members - Includes the option to add or remove a member of the household, as well as a drop down menu to view the information for a selected member.

G. Contact Information - Offers all phone numbers, addresses, and emails on tenants file. The ability to select a "favorite" address, phone number and email address is also available. This ensures when a merge field is used in reporting or generating letters, that the address/number is used instead of a secondary number/address.

H. Account Balances Widget - This carousel widget allows the user to see a short summary as to the balances of each account the households has. Click the left or right arrows to switch through account views. See Tenant Ledger.

I. Notification Center - This carousel widget allows the user to see a short summary pertaining various pieces tenant information. See The Notification Center.

J. Waiting List Widget - Summary of waiting list status. See Waiting Lists.


More Information: