Household

A household is a special type of organization which allows you to group together several individuals who live at the same address. This can be useful when representing families who collectively interact with your organization. Households act differently from other organizations, in that they cannot act as the account for an individual. The automatic householding setting can be used to make Causeview automatically create a household when individuals are saved in the application.

All of the individuals who are grouped into a household should have the same address, although alternate addresses can also be specified for the individuals on their detail page. For each individual a household role can be specified, to better map the connections between your contacts.

Households can be created before or after the individuals who will make up the members. If the household is created first, new individuals can be created in the household creation page. If the individuals exist in Causeview before the household is created, they can be added using the household creation page, or the household can be added by editing the individual. While members of a household will usually have a relationship with one another, a direct connection in Causeview is not automatically created.

Article: How to Create Households

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