Households
In the NFP SuiteApp, constituents can be individuals or organizations. Individuals can be part of a household, for example, a family. The Households feature provides the ability to aggregate the information of all the constituents of a family. You can use households and constituent relationship features to get reports about individuals, households, and organization and use the information for donation management.
Guidelines for Working with Households
Following are some guidelines for working with households:
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A household has one primary member. Optionally, you can add a spouse or partner, and multiple child and other members to the household.
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When you create an individual constituent, you can add the constituent as a member of an existing household.
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When you create a household, the primary member’s address and phone number is added as the household’s address and phone.
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If you have the Share Household Address and Phone Updates box checked, the primary member’s contact details are added to the family member’s contact details.
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Any changes to household details such as address, phone number, or email can be automatically propagated to all the members of the household.
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The household name changes as you add, remove, or update a spouse or partner member type. The change depends on the Household Name Format setting in the Household Preferences page.