Householding (Multiple Contacts Grouped Together)
To put it simply, householding is grouping multiple contacts under the same household or institution. Each individual contact still maintains a distinct record in your system.
How do I Household in my MonkeyPod?
Any entity can be part of a household under another entity. (If the entity is an institution, as opposed to an individual, then the terms parent and child are used instead of household.) When you create a new entity, you can begin typing in the "Household Under" field and then select the correct household.
This can also be assigned when editing an entity record, as shown in the example below:
If an entity is classified under a household, two options become available:
(1) Use household address? The entity may use the household/parent address. If selected, the entity no longer has its own address but instead uses the address of the household/parent record.
(2) Credit household with aggregate activity? The entity may credit its aggregate financial activity (i.e. donations, purchases, and spending) to the household/parent record. For example, if Tony Stark is placed under The Avengers household and this option is selected, then when Tony Stark makes a gigantic donation to your organization, it will be The Avengers that shows up on your various "Top Donor" lists, not Tony Stark himself.
Note: In the case of individuals (for example, a married couple), either entity can be selected as the "head" of the household.
Frequently Asked Questions
- What if I don't want to household someone, but rather, just keep track of a connection between them in some way, is that possible?
- Yes! In addition to householding, MonkeyPod also offers the ability to use connections
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