Open topic with navigation

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.

Households are added by using the Add Household group item link.

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 Household form appears.
4. Complete the following fields. A household name is required.

Field	Required?	Description
Household name	Yes	Enter the name for the household.
Email 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 one or more household relationships. You must add a Head of Household relationship before you can save the household.

6. Click the Save button. The Household Profile appears.