👟Walkthrough
Click on Household Management under Patron Management to launch the Household Management page.
This is the Household Management landing page. A Household is a manually applied label you use to indicate Contacts are somehow related.
Create New Household
This button opens the Create New Household modal. At the top, give your Household a simple but descriptive name.
This field must contain a unique Household name, so if you are trying to create multiple Smith households, you may find it helpful to label as Smith 1/Smith 2, or something else that signifies the difference.
Click on Description to give some more context about who is within this Household. This field is optional, but helpful so other dashboard users know the intent of the Household and who it should contain.
Underneath, you will see a Contact List table. This table will load all Contacts associated with your Organization. You can filter this table by any of the columns, or search or specific Contact names or email addresses to add to the Household.
Once you have created a Household, it will appear on the Households table.
Click on the triple dots under Actions to make changes or manage your Household. Just like Tags, this Actions section contains the following:
Delete will permanently remove this Household and its associations across all associated Contacts
Manage Contacts will open up a table where you can add/remove Contacts
Because a Contact can only be assigned to one Household at a time - this list will show people already within this Household AND any contacts without a Household.
Edit Household allows you to change the name and description
Manage Details
Click on Manage Details to see more in depth Household information.
When you click that button, you will land on the overview page for the Smith Household. At the top of the page - Delete Household, Edit Household, and Manage Contacts buttons. These buttons launch the same workflows as they do when you access them through the Actions column on the landing page table.
The Overview section of this page contains the following information:
Description - the set explanation of the Household.
Last Updated date - the most recent date when changes were applied to this Household.
Type - this is primarily to give context between Tag and Household management pages
Created By - the name of the user that originally created this Household.
Created On - the date in which this Household was made.
This section contains a data breakdown of the Household. It contains the total Contact count, gross ticket sales, gross donated amount, gross subscription sales, and gross add-on sales across all Contacts within the House. You can apply different date range and download the data.
The next section is the Contact List. You may remove Contacts from this Household here, or search for individuals. Click on their First/Last name to access their Contact page. Here, you may also remove individual Contacts using the trash icon or remove multiple at once using the checkboxes and 'Remove Contacts' button.
Click on Export List to download a CSV file of all Contacts. This file contains the following date: Household Name, First Name, Last Name, Email, Created Date (this is the day the Contact was added to the system), Tags.
