Individuals: Householding and Shared Communications Part I: Overview

Individuals: Householding and Shared Communications Part I: Overview

1. When you create a relationship between two contacts and indicate that they are living in the same household, they are said to be "householded."
2. When two or more contacts live in the same household, they are both given the Contact Type "Household" (depicted by a house icon).
   

   

3. In addition, the Household View button (House icon) will be added to their records at top right of the View Contact screen.

   

4. Clicking on Household View button will allow you to see a roll up of everything the entire household has done with your organization (donations, memberships, event registrations, etc.).

   
   

5. You'll know you're in household view because you'll see the household salutation in the upper left hand corner of the screen, instead of the individual contact name.

   

6. The information in the Giving Summary section updates overnight. This data can be pulled into reports (as a filter, sort field, and output field) (it is on the Household View table) and used in Advanced Search.

   

7. Household View has its own Widget layout configuration controls. You can click the gear icon/button to turn /onoff any of the widgets that you do not wish to see. Any changes made to the Layout of one household view changes the layout for all Contact's household view– but just for YOUR login (so that each staff member may configure the layout to their own needs).

   

   

8. You may also select from the default set of widget by selecting Summary View or List View or you can manually select the widgets that you want on/off by clicking them from the list.
   
9. After selecting the either the default view or selecting the widgets manually, click on the X icon on the upper left to close the available widgets window.

   

10. To leave Household view and return to an individual contact record, simply click on the name of any of the household member in the upper left hand corner.

    

11. Contacts that are householded can share email addresses, phone numbers, and home address.
12. Home address is shared while first setting up the household or by editing the relationship on the contact's Relationship Tab (see the Individual Contacts: Householding and Shared Communications Part II: Create/Add To Household tutorial for more information).
13. Email address(es) and phone number(s) are shared by using the Share With button under the email address/phone number field. See our Individual Contacts: Add/Edit/Share/Delete Email Address(es) and Individual Contacts: Add/Edit/Share/Delete Phone Numbers tutorials for information on how to share email address/phone number with other household members.
14. If contacts are sharing a home address, email address, and/or phone number, you will see a notation on both parties' records in View Contact and in Edit Contact modes.

    

    

    

    

15. Home (shared) Address, shared phone number(s), and shared email address(es) can be updated from any household member's record.
16. See our Individual Contacts: Household and Shared Communications Part II: Create/Add To Household tutorial for how to create a household or add contacts to a household.
17. See our Individual Contacts: Household and Shared Communications Part III: Split/Remove From Household tutorial for how to remove a contact or all contacts from the household.