How to use Householding

Householding is perfect for connecting members of a family under a head of household, or connecting an organization record and individual records. For example, you may want to household a grantmaker (the parent organization entity) and the grant officers (individual child entities) who work there.

If you're looking for a less formal way to connect people, check out our connections feature!

What is householding in my MonkeyPod?

Householding in MonkeyPod allows you to group multiple relationships together. Each household can have an unlimited number of relationships under it (i.e. child entities), but each household can only have one head of household (i.e. parent entity). Householding can be used to list employees under their employer organization or to show that multiple relationships, like family members, are part of the same household.

If you would like to show a connection between relationships (e.g. people and/or organizations), but without the formal association of a household, try MonkeyPod's connections feature.

How do I household relationships together?

To start householding, open the desired relationship record. You can household records from either the parent or child record. Scroll to the bottom of the relationship record and you will see multiple tabs, one of which is labeled Household.

In the Household tab, you can add a relationship to the household under the current record that you are viewing. Or you can move the relationship record that you are viewing to a different household. You can also edit the Household Name.

Once you enter the name of the other relationship that you would like to household, click the check mark to save.

How do I remove a relationship from a household?

When a relationship is a member of a household in your MonkeyPod, you'll see a button to Remove from Household in the Household tab. Simply click that to remove the relationship you're viewing from the household.

What are my options for addresses and crediting?

When viewing any child entity of a household, you will see two checkboxes at the bottom of the Household tab:

• Use household address: The child entity will use the same address as the parent record, even if the child entity has a different address on file. This can be helpful when doing a physical mailing to your constituents.
• Credit household with financial activity: Any contributions, purchases, or spending associated with the child entity will be aggregated to the parent entity.

Can I change the household name?

Yes! To edit the household name, select the edit icon. Household Name is a field that can be exported using the Advanced Search feature.

Can I view interactions for an entire household?

Yes! To view the interactions for an entire household, go to the parent relationship. Scroll to the bottom of the relationship record and view the Interactions tab. Click the checkbox for "Include all household".

Frequently Asked Questions

What if I don't want to household someone, but rather, just track a connection between them in some way? Is that possible?

Yes! In addition to householding, MonkeyPod offers the ability to use Connections to connect different entities.

Can I use householding to connect different types of records? i.e. Individuals with Foundations or Organizations.

Yes, householding is a great feature for this purpose! For example, if you receive a grant from a foundation, the financial transaction is connected to the foundation entity record. However, you may also want to track the interactions that you have with the grant officers at the foundation. To do so, make the foundation the head of household / parent record, with the grant officers householded underneath (as child entities). Use the Interactions tab to view all of the interactions you have with the foundation.

Can I use householding to help me prepare a print mailing?

Absolutely! Edit the name of the household (see instructions above). When you export entities from MonkeyPod's Advanced Search, you can include Household Name in your export file.