Adding a Household

Modules>CRM>Households>Add Household

Households give you the ability to create a natural grouping of individuals. This grouping can be used to maximize the efficiency of your mailings. For example, if multiple donors live at the same address it is more efficient to send one piece of mail to the entire household as opposed to each individual in the household.

Households can be added by using the Add Household group item link or from a List page.

To add a household using the group item link, complete the following steps:

  1. Go to the CRM module.
  2. Click the Households group item to view the list of available group item links.
  3. Click the Add Household group item link.The Add Houshold page appears.
  4. Complete the following fields as needed:

    5. Field Required? Description
    household name Yes Enter the name for the household.
    e-mail address No Enter the email address that will be associated with this household.
    phone number No Enter the phone number for this household. Expand the drop-down menu and select which type of phone number you are supplying.
    fax number No Enter the fax number for this household. Expand the drop-down menu and select which type of phone number you are supplying.
    website url No Enter the URL for the household Web site if applicable.
    tax id No Enter the tax ID number for the household if applicable.
    a-score scale No Expand the drop-down menu and select which a-score scale will be used to measure this household's activity.

  5. Add the household relationships.
  1. Click the Save button.The Household Profile appears.