The "Automatic Householding" Feature in Causeview provides you with the ability to specify whether a household should automatically be created for new individuals (contacts). Automatic householding saves you time in having to create a household for every new individual and also provides a form of standardization on when and how households are created.
The “Automatic Householding” feature has three different settings to help you manage your individuals and households.
- Null - where the "Auto Create Household" field in custom settings is left blank. This is the default setting. This means that households are not automatically created and users have to manually create them.
- IND - when this value is entered in "Auto Create Household", a new household is automatically created when a new individual (contact) is entered and where the account is set to the "Individual" bucket account.
- ALL - when this value is entered in "Auto Create Household", a new household is automatically created for every new individual (contact) entered regardless of the account specified for the individual.
With automatic householding enabled, a new household is created using the individual's full name, suffixed with "household". For example, if the individual's name is "John Smith", then the household name would be "John Smith Household". The individual is automatically set as the "head of household" and Causeview will also copy phone, address, addressee and salutation information from the individual into the household, and set the individual to inherit this information from the household.
When automatic householding is enabled, it is recommended that you create the head of a household as a new individual from the Individuals tab, which will then automatically create a household for said individual. As for other members of the household, if they do not yet exist in Causeview and need to be created, it is recommended that you create them from within the household detail page so as to prevent new households from automatically being created for them.