55
VOTE
Status
Under Consideration
Categories
Relationship & Households
Created by
Guest
Created on
Jul 15, 2022
RELATED FEATURE REQUESTS
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.
We've run into this same issue. When we send a physical mailer to a household, we have to log it on all household profiles. Then when we make an acknowledgement (whether phone or mail), we also have to note the acknowledgement on both profiles. There has to be a less redundant way to manage this.
Agreed!