Features in this article may not be included in every Funraise plan.
This page details the fields and related entities that can be configured for a particular Household.
This is an name for the Household, used as an internal label.
Household Salutation is the public label for the Household. Often used as the first line of the address in mailings, for example “Smith Family” or “Jack & Jill Smith”
Primary Contact Information
Each Household has a Primary Supporter and a Preferred Address. The Preferred Address can be selected from the addresses of any member of the Household.
These are Supporters associated with the Household. Add or Remove members
Transactions attributed to the Household are shown on the Household profile in a Transactions list. Add or Remove Transaction Attribution
The addresses table shows addresses for each member of the Household. You can also mark an address on this list as the Household Preferred Address.
Add multiple internal notes to a Household.