The Household Profile Page

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.

The Household Profile displays information about a household as well as provides functionality for managing the household.

Household Profile Information

The household profile displays the following information:

Household Profile Actions

The following actions can be accomplished from the Household Profile:

Household Profile Child Forms

The Household Profile child form section is divided into tabs. Each tab contains one or more child forms.

The following tabs are available on the Household Profile:

Membership Tab

The Membership Tab on the Household Profile contains the following child forms:

Relations Tab

The Relations Tab on the Household Profile contains the following child forms:

Contact Info Tab

The Contact Info Tab on the Household Profile contains the following child forms:

Accounting Tab

The Accounting Tab on the Household Profile contains the following child forms:

Products Tab

The Products Tab on the Household Profile contains the following child forms:

Scoring Tab

The Scoring Tab on the Household Profile contains the following child forms:

Subscriptions Tab

The Subscriptions Tab on the Household Profile contains the following child forms:

Correspondence Tab

The Correspondence Tab on the Household Profile contains the following child forms:

Log Tab

The Log Tab on the Household Profile contains the following child forms: