Understanding Households

Households allow you to group related contacts together, such as family members at the same address. This is useful for tracking combined giving, sending joint communications, and managing family relationships.

Creating Households

To create a household:

1. Go to Contacts > Households
2. Click "Create Household"
3. Enter the household name and primary address
4. Add household members from existing contacts

Household Detection

The system can automatically detect potential households based on:

• Shared last names and addresses
• Similar contact information
• Common email domains or phone numbers

Review detected households and create them with one click.

Managing Household Members

Once a household is created, you can:

• Add or remove members
• Set primary contact for communications
• View combined giving history
• Sync address changes across all members

Household Reporting

Household data appears in reports as combined totals, giving you a complete picture of family engagement and support.

Merging Households

If you have duplicate households, use the merge function to combine them while preserving all member relationships and history.