Add a Household

Your organization may find it important to track households. A household contains multiple individuals who live together at the same address. A household can contain any number of individuals, but an individual can belong to only one household. The record of a household can stand on its own with no related individuals, or it can include multiple related individuals such as husband, wife, son, and daughter. When you add a household, you can enter information about the household and select the members of the household. Each member of the household must be a constituent in your database.

1. From Constituents, select Add a household. The Add a household screen appears. For information about the items on this screen, see Add a Household Screen.

2. Select the Details tab.

3. Select whether to use the standard household name format or a custom name. To help further identify the household, enter a description.

4. If the household requests to donate anonymously, select Household gives anonymously.

5. Under Household contact information, select the type of address to use as the primary address for the household and enter the address information.

   If the household requests that you not send mail to the address, select Do not send mail to this address and select the reason why the household does not want to receive mail at the address.

   Note: If the houehold includes an existing individual constituent, you can copy the individual's address to the household from the Household members tab rather than enter the address manually on the Details tab.

6. With Data Tune-Up, you can use an address validation service to verify the address entered exists. When you use the address validation service, the program updates missing or incomplete information such as the (Undefined variable: BB_Variables.ZIP Code_UC) and standardizes the street address.

   To not include the address entered when your organization runs the address validation process, select Omit from validation.

   To run the address validation process for the address now, select Validate. The program updates the address fields accordingly. If the program cannot validate the address, a message appears to ask whether to search for the address. To select the address from the address validation results, select Yes. For information about how to validate a single address, see "Validate an Address for a Constituent" on page 29.

7. In the Phone type field, select the type of phone number to use as the primary number for the household. In the Phone number field, enter the phone number to use to contact the household.

8. If the household requests that you not call the number, select Do not call this phone number and select the reason why the number is not to be used, such as Donor preference.

9. In the Email type field, select the type of email address to use as the primary email address for the household. In the Email address field, enter the email address to use to contact the household.

   If the household requests that you not send email to the address, select Do not send email to this address.

10. If the household has a website, in the Website field, enter its complete web address.

11. Under Household contact source, select the information source for the contact information, such as Family member.

    Note: Sources help you track additional information about the reasons for new or changed contact information. The information source appears next to the new or updated contact information on the Contact tab of the constituent.

12. To add information about the members of the household, select the Household members tab.

    Tip: To not associate any individuals with the household, leave the Household members tab blank.

13. Under Primary household contact, select whether the primary contact for the household is an existing individual or a new individual.

    • If you select Search existing individuals, search for and select the primary contact for the household. For information about the search screen, see Constituent Search.

      To copy the contact information for the existing individual to the household record and replace any contact information entered on the Details tab, select Copy contact information to household.

    • If you select Add a new individual, enter the name, title, and suffix of the primary contact. To use the address information entered for the household as the address information for the new individual, select Copy household contact information.

14. To add another member to the household, under Household member 2, select whether the second member is an existing individual or a new individual.

    • If you select Search existing individual, search for and select the household member. For information about the search screen, see Constituent Search.

    • If you select Add a new individual, enter the name, title, and suffix of the household member. To use the address information entered for the household as the address information for the new individual, select Copy household contact information.

      Under Relationship with primary, select the association the primary contact and household member have with each other, the start and end dates of the relationship, and whether the relation is the spouse of the primary contact.

      Note: When you add a household, you can add only two household members. To add additional household members, select the Members tab of the household record. For information about this tab, see Group or Household Members.

15. Select Save. The record of the constituent household appears. For information about the items on a constituent household record, see Constituent Household Record.

In the SKY User Experience

Track the people who live together as one household. Keep their shared address, phone number, and email address in a single record for the household. A household can include multiple individuals, such as a spouse, parents, and children, and an individual can belong to one household. A household record can also stand on its own with no related individuals. Each member of the household must be a constituent in your database, so you can add new individuals as you create the household.

1. From Constituents, select Add a household. Add a household opens.

2. Select Details.

3. Choose how to name the household. Select Use standard household name to use a name such as John and Jane Williams Household. To use a different name, select Custom name and enter the name. To help identify the household further, enter a Description.

4. If the household asks to donate anonymously, select Household gives anonymously.

5. Under Household contact information, select the Address type to use as the primary address for the household, such as Home. Select the Country and enter the address.

   If the household asks you not to send mail to the address, select Do not send mail to this address and then select the Reason.

   Tip: If the household includes an existing individual, you can copy that individual’s contact information to the household on Household members instead of entering it here.

6. Under Phone number details, select the Phone type to use as the primary phone number for the household. Then enter the Phone number.

   If the household asks you not to call the number, select Do not call this phone number and then select the Reason, such as Donor preference.

7. Under Email address details, select the Email type to use as the primary email address for the household. Then enter the Email address.

   If the household asks you not to send email to the address, select Do not send email to this address and then select the Reason.

8. If the household has a website, enter its complete web address under Website details.

9. Under Household contact source, select the Information source for the contact information, such as Family member. Sources help you track why contact information was added or changed.

10. To add the people who live in the household, select Household members. Adding members is optional. To create the household without members, leave Household members blank.

11. Under Primary household contact, choose how to identify the primary contact:

    • To use an existing constituent, select Search existing individuals and search for the individual in Full name. To copy the individual’s contact information to the household and replace the contact information you entered on Details, select Copy contact information to household. For information about searching, see Constituent Search.

    • To create a new constituent, select Add a new individual and enter the Last name, First name, and Middle name. Enter the Title, Title 2, Suffix, Suffix 2, and Gender as needed. To use the household’s contact information for the new individual, select Copy household contact information.

12. To add a second member, go to Household member 2 and choose whether to search for an existing individual or add a new one. The options work the same as they do for the primary household contact.

13. Under Relationship with primary, select how the primary household contact and the household member are related, such as spouses, parents, or children. Enter the Start date of the relationship. If the household member is the spouse or partner of the primary contact, select This is the spouse relationship.

    Note: You can add two household members when you create a household. To add more, open the household record and select Members. For information about adding members, see Group or Household Members.

14. Select Save. The record of the new household appears. For information about the items on the record, see Constituent Household Record.