These are the 3 key terms you need to know whenever you’re dealing with people or groups of people in Causeview: Organizations, Households, and Individuals.
The terms are rather straightforward. Individuals are simply stored as Individuals. Groups of people in Causeview are either stored as Organizations or Households. Relationships can exist between individuals and individuals, organizations and individuals, and organizations and organizations.
Organizations are groups of people. Examples of organizations are corporations, schools, associations, churches, foundations, and institutions. Organizations can be affiliated with each other as well.
Households simply allow you to group Individuals by where they live, so you can, for example, send one letter to the Household, rather than multiple letters to all the Individuals within that Household. You can also define a salutation to the Household (e.g. "Tom and Pam") to customize how they are addressed in your communications. This will also give you the insight to recognize the contributions of the entire Household so you can tailor your stewardship efforts accordingly. In Causeview, Households are a type of Organization ("record type" in Causeview system lingo). As illustrated in the screenshot below, Households are a type of Organization ("record type", in Causeview system lingo).
Individuals are where all the individuals who are affiliated or engaged in any way to your organization are stored in Causeview. These may consist of donors, major gift prospects, volunteers, event registrants, staff, advocates, family members, and influencers.
Let’s use the diagram below as an example. Tom Desmond is a major donor.
Tom’s spouse, Pam Desmond, is also in your database. A Relationship of type “Family” exists between the Tom and Pam Individuals in your database.
You happen to know that Tom is an employee of Desmond & Sons, so you’ve associated Tom’s Individual record with Desmond & Sons through a Relationship of type “Account” (used exclusively for employee->employer relationships).
Tom happens to also be a board member of a nonprofit called the HN Foundation, so Tom’s Individual record is associated with the HN Foundation through a Relationship of type “Organization Affiliation.”
One of the HN Foundation’s employees, Nora Jackson, is actually a friend of Tom’s. Tom’s Individual record is associated with Nora through a Relationship of type “Friend.”
To give you a better idea, below is a screenshot that shows you how this information is documented in Causeview.
We encourage you to study this diagram to get a better picture of how these various people and relationships are stored in Causeview.