Household Records
Creating a Household Constituent RecordWithin your Constituent database you may be tracking multiple individuals as Constituents who reside within the same household. Those individuals can now be grouped together under a Household record which allows you to visualize the connection between each Household Member and s…Adding Household MembersOnce 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 Household record, the Relationship tab within the Household record or on the Relationship tab of any Individual Constituent record.…Editing Existing Household RelationshipsIf 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 then appear to the right above the grid for you to click on. Once you have clicked that button you will be able to edit the Con…Removing a Household RelationshipIf 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 of the grid. You will then be asked to confirm the removal.Household Record’s Tabs of InformationWithin 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 the Household members. Below are descriptions of each of those tabs: Profile – This tab will show editable fields for the House…Creating New Transactions within a Household RecordOn 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 Household, but you are unable to physically assign a gift to the Household itself. The default will be the Head of Household,…Household Mail Merge LettersLike any Individual or Company Constituent, Mail Merge Letters can also be generated for Household records on the main Constituent Grid. Household letters can be generated individually or in a batch with other Constituent records. One letter you may wish to generate is an End of…Can I change the Head of Household for a Household record?The Head of Household (HOH) cannot be changed in a household record, however, you can delete the household record and create a new one. This may be necessary if the HOH passes away or if there is a change in the household. Deleting a household record and replacing it does not af…