Household Records
Within your Constituent database you may be tracking multiple individuals as Constituents who reside within the same household. Those individuals can now be...
Mon, 17 Jul, 2023 at 9:33 AM
Once your Household record has been created you may have the need to add more Household members. This can be done either on the Profile tab for the Househol...
Mon, 17 Jul, 2023 at 9:36 AM
If you need to edit an existing household relationship you can click on the row of the desired relationship on the grid. A blue “View/Edit” button will th...
Mon, 17 Jul, 2023 at 9:37 AM
If you need to fully remove a Household relationship you can find the desired row on the grid and click the trashcan icon on that row on the far right ...
Mon, 17 Jul, 2023 at 9:38 AM
Within a Household record there are several tabs of information that are available to you. Each of these tabs will be a collection of data from each of...
Mon, 17 Jul, 2023 at 9:39 AM
On the Transactions tab under a Household record, you will see a green “Add” button. This button will allow you to add Transactions to members within the Ho...
Mon, 17 Jul, 2023 at 9:42 AM
Like any Individual or Company Constituent, Mail Merge Letters can also be generated for Household records on the main Constituent Grid. Household letters c...
Mon, 17 Jul, 2023 at 9:52 AM