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NEW FEATURE REQUEST

Pinned feature request

PINNED Make it clearer that users can create custom relationship roles
Make it clearer that users can create custom relationship roles

Relationship & Households

Showing 4
498 VOTE

Streamline creating new households

Combine the multiple steps it takes to create a new household into a more streamlined workflow. This might cover updating the New Constituent workflow to handle some of these scenarios: creating two constituents with the same address easily creati...
over 3 years ago in Relationship & Households 24 Released
174 VOTE

Create a household from a pair of potential duplicates

When you realize that two constituents suggested as matches in the duplicate report are actually separate people in a household together, resolve the duplicates by householding them rather than merging.
about 3 years ago in Merge Duplicates / Relationship & Households 1 Released

Apply other household members' payments to pledges

Allow a payment made by a different household member to count as a payment towards a donor's pledge.
over 1 year ago in Relationship & Households / Transactions 5 Released

Use household salutation names for gift entry acknowledgements

When creating an acknowledgement as part of transaction entry, and the donor is in a household, the communication should use the household salutation names.
about 1 year ago in Relationship & Households / Transactions 0 Released