Find a household

Use the All Clients list to find a household by name, by the people in it, or by its status, adviser or the date it was added.

Open the list

In the sidebar, select Clients, then Households.

The All Clients list shows every household you can see, in alphabetical order. Each row shows the household's status, its adviser, up to two of its members and the date it was added.

The All Clients list, with the Abbott Family and other households in alphabetical order

The line at the bottom of the list says how many households are loaded out of how many match, for example 100 of 240 households loaded. More households load as you scroll down. To load the list again, select the refresh button beside that line.

To open a household, select its row. See Work with a household.

Search for a household

Enter part of a name in Search households.... The list shows households whose name matches, and households with a member whose name or email address matches.

A search for Abbott, which lists seven households, including the Abbott Family and Vasquez & Abbott

To clear the search, select the cross in the search box.

Filter the list

Select Add filter.
Select what to filter by. For a list of the filters, see Filters.

Enlarge screenshot:
Choose the values to show. For Adviser and Status, you can choose more than one value, then select Apply filter.

Enlarge screenshot:

The filter shows as a button above the list, and the list shows only the households that match.

The list filtered to Status is Client, with a Clear filters button beside the search box

To change a filter, select it.
To remove one filter, select the cross on it.
To remove every filter, select Clear filters.

If you use more than one filter, the list shows households that match all of them.

Filter by the date a household was added

The Added filter has quick choices such as Last 30 days and This month. To choose your own date, select On or after or Before, then select a day in the calendar.

The Added filter, with seven date presets, the On or after and Before buttons, and a calendar for October 2026

To show households added between two dates, add the Added filter twice: once with On or after and once with Before. If the end date is not later than the start date, the list shows Check the date range.

Sort the list

Select a column heading: Household, Status, Adviser or Added.
Select Asc for A to Z or oldest first, or Desc for Z to A or newest first.

The Adviser column menu, with Asc and Desc

An arrow beside the heading shows which column sorts the list and in which direction.

The search, filters and sort are part of the page address. To come back to the same view later, bookmark the page. To show a colleague the same view, send them the link.

Reference

Columns

Column	What it shows
Household	The household's name. Prospects have a different icon from other households.
Status	Client, Prospect or Former. See Statuses.
Adviser	The adviser who looks after the household.
Members	Up to two of the household's members, then the number of others, for example +2.
Added	The date the household was added to Alcova.

Filters

Filter	Shows households that
Adviser	Have one of the chosen colleagues as their adviser. The number beside each name is how many households they advise.
Status	Have one of the chosen statuses.
Has adviser	Have an adviser (Yes) or have none (No).
Has members	Have at least one member (Yes) or have none (No).
Added	Were added in the chosen period, on or after a date, or before a date.

Statuses

Every household has one status. You change it on the household's page. See Change a household's status.

Status	Use it for
Client	A household your firm advises now.
Prospect	A household you are talking to but do not advise yet.
Former	A household your firm no longer advises.

If something goes wrong

If the list shows No clients match this view, change the search or the filters.
If the list shows Could not load clients, select Try again.
If you do not see Add Household, your organisation's households come from a connected CRM. Add the household in the CRM instead.