Smarter salutation name defaults when creating a new household
When you create a new household, all the household salutation names copy from the household name. The salutation names can be customized, but smarter defaults could streamline data entry.
Better workflow when household member becomes deceased
More streamlined workflow to update the household salutation names and perhaps update the head of household when a constituent is marked as deceased, rather than trying to remember what to change.
Option to add a new address to all household members
When you add a new address to a constituent who is in a household, provide an option to add that address to all the other members of the household at the same time.
See all of a household's interactions, notes, and transactions on a household member's timeline
When opening the profile for a constituent who is in a household, you should be able to see their household's combined giving level so that you don't underestimate their giving.
Option to edit an address for multiple household members
When you edit an address to a constituent who is in a household, provide an option to edit any identical addresses on the other members of the household at the same time.
ability to see the date created/modified and the user who created/modified a relationship. This information should be available in the application and in the data extract.
