The “Automatic Householding” feature in Causeview has three different settings to help you manage your individuals and households. The first setting, and the default, is for automatic householding to be turned off, so that all households must be created by a user. The second setting is for a household to be automatically created any time an individual in the “Individual” account is created with no specified household, and the third setting creates a household any time a new individual is saved in Causeview with no specified household.
When an automatic household is created it will be named with the individual’s full name and the word household - for example “Mr. Bill Clinton Household” - with the individual automatically set as the head of household. 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 turned on, best practice is to create the head of a household as a new individual from the Individuals tab, and then create further new individuals from within the household detail page. This practice will prevent extra households from being created that would need to be deleted.