Households
Households are collections of Contacts who share a primary residence. Though not a requirement, these Contacts are generally related by birth or marriage.
If you need to edit a Houshold Record use the Add/Edit Family Tool
Households should have no more than two Contacts whose Household Position is Head of Household.
Here are our top articles connected to Households:
📄️ Addresses
📄️ How to Combine Households
Combining separate Households into one Household is necessary when people get married, as well as when individual members of a Household are added separately (for example, if the family members didn't indicate a relationship upon initial entry). Through this process, Donation records remain with the Donor they are assigned to.
Navigation
Household Record
At the top left corner of the Households page you will see:
- Profile Image: Most household records will not have images attached to them, but images can be attached in the Files folder found in the right side navigation bar.
- Household Name: The last name of one of the Heads of Household.
- Household ID: Unique database identifier for this Household.
Basics
If you need a quick refresher on what buttons do on this page please toggle the dropdowns below:
Top Navigation Bar
Tool Bar
Cloud Tools
Reports
Right Navigation Bar
Tasks
Files
Audit Log
Tabs
Below the household record you will see a row of tabs that displays other information that is connected to the household:
There are several records that are related to the Household record. Depending on your User Rights, the following tabs may appear at the top of the Household Record:
General
Household Members
Care Log
Shepherd Notes
Other & Former Members
Activity Log
Fields
General
- Household Name: The last name of one of the Heads of Household.
- Address: The physical address where this Household resides. (Commas separate the different fields that make up the full address.)
- Home Phone: The home phone of the residence (can be the mobile phone of one of the heads if needed).
- Congregation: The primary Congregation where this Household attends worship. This field is required and will almost always be
**Perimeter Church. - Care Person: If there is a church member within this household, the Deacon who is responsible for this household
- Parish: The geographic shepherding region that this household has been assigned to.
- Shepherd: If there is a church member within the housheold, the Elder who is assigned the responsibility to contact and care for this household.
- Household Source: How this Household first heard about the church.
Household Preferences
- Home Phone Unlisted: Set this value to True for the Home Phone to not appear in the online church directory. An individual can also mark this field as Unlisted on the My User Account Portal page.
- Home Address Unlisted: Set this value to True for the Home Address to not appear in the online church directory. An individual can also mark this field as Unlisted on the My User Account Portal page.
- Bulk Mail Opt Out: Set this value to True for this address to be omitted from general mailings. Note that this field does not automatically remove them from mailings; each time users must actively exclude Bulk Email Opt Out addresses using the Advanced Search Tool to create views that honor this preference, or use the Trim Selection Tool to remove people with this preference from the selection.
- First Donation: The first date any member of the family made or scheduled a donation. This value is updated by a nightly routine.
- Last Donation: The last date any member of the family made or scheduled a donation. This value is updated by a nightly routine.
- Last Activity: The last date any member of this household gave, pledged, responded, attended, or joined a group. For some groups just being in them counts as recent activity. This is updated by a nightly routine.
Seasonal Alternate Address Settings
- Alternate Mailing Address: The alternate physical address where this Household resides for a portion of the year (college, summer home, snowbird, etc.). See Q8 in Households FAQ for how to add. Please Note: Many reports honor the alternate mailing address, but not all reports. See Q20 in Reports FAQ for a list.
- Season Start: The date when the alternate mailing address will begin being used by specific reports. If blank, those reports will always use the alternate address.
- Season End: The date when the alternate mailing address will stop being used by specific reports. If blank, alternate address will be used after the season start or always.
- Repeats Annually: If yes, the start and end dates (month and day) will be used each year.
Tabs
Household Members
Each Contact record must belong to a Household record in order to have a home phone, address and primary Congregation. Some applications do not display Contacts unless they are associated with a Household record (Check-In, Add/Edit Family Tool). A collection of Contacts that belong to a Household can be quickly viewed in an open Contact record > Primary Family sub-page and in an open Household record > Household Members sub-page.
Care Log
When a Household Care Log entry is entered for a family, the record appears in the Care Log sub-page of the Household. All Household Care Log entries can be viewed in Care Cases > Household Care Log.
Shepherd Notes
Other & Former Members
Occasionally a Contact needs to be related to more than one Household. For example, non-custodial parents are in a different Household but need to be related to the Household the children are in for Check-In Kiosk search, Classroom Manager permitted guardians, and/or communication purposes. The Other & Former Members Tab allows you to relate one Household to another.