Constituent Household Record

When you add an individual relationship for an individual constituent and the related individual is a spouse or shares a household with the constituent, Altru automatically creates a record of the constituent household. From the record, you can view and manage information about the constituent household. You can add member and address information about the household, as well as name formats. To access a constituent household record, search the database for the household. For information about Constituent Search, see Constituent Search.

At the top of the record, profile information about the household appears in a series of summary tiles. To temporarily minimize all of the tiles on a record, select Show less. To expand all the tiles, select Show more. Above the summary tiles, the record type, Lookup ID, inactive status, and any active constituencies are always visible.

Each application user can configure which tiles are visible for each record type. Additionally you can rearrange tiles to customize the view. To add or remove tiles from the view, select Customize summary. For information about how to customize summary tiles, see Customize summary tiles for a constituent record type.

From the constituent record, you can view and manage contact and detail information about the household. You can also view and manage the name formats and aliases to use with the household. To help you navigate through this information, the constituent household record contains multiple tabs. Tiles and tabs are linked. When you select a link on a tile, the related tab opens. When you add or edit constituent information in a tile or tab, the related tabs and tiles are automatically updated.

Depending on your system role and security rights, you can perform additional tasks to manage information about the household from the constituent record.