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 Household, but you are unable to physically assign a gift to the Household itself. The default will be the Head of Household, but you can change it to any other Constituent. If the gift is added to a member of the Household, you will then be able to see it on the Transactions tab within that Household’s record.
Creating New Transactions within a Household Record Print
Created by: Daniel Stouffer
Modified on: Fri, 19 Jul, 2024 at 5:21 PM
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