Households

Household relationships allow you to link together multiple accounts in eTapestry in order to view their data as a whole group. This is ideal for situations where you need to maintain separate accounts for individuals but would like to combine their information for reporting or mailings. Some common situations when households are used include the following.

  • You have a husband and wife in your database. One is on the board, and the other is actively involved in volunteering. You need to track their board and volunteer activities on separate accounts but would like to get one historical perspective on both of them.

  • Your organization is a camp or a school, and you track parents and campers/students. You need to track camper/student data and activity, but also track donations given by the parents. You want to send single mailings to the family or see how much the family has given to you financially.

  • Your organization is a church, and you track each family member's weekly attendance and involvement in different groups on separate accounts. You want to see their attendance as a group and send single mailings to the whole family.

  • You need to track a business or foundation account with multiple members who have different contact information. You set up different accounts for the business itself and each of its members and link them together in a household, so you can mail to them individually or send a single group mailing.

You can link multiple accounts together in a single household. Accounts cannot, however, be members of multiple households.

  1. From an account record, click Relationships. The relationships page appears.

  2. To open a relationship, click on its type. For example, click Spouse or Friend.

  3. Under Household Relationship, select Primary to make one of the accounts the primary contact in the household. The other account in the relationship automatically defaults to Member of the household.

    Note: Accounts cannot be members of multiple households. However, an account can be the primary account on more than one household.

  4. To create the household, click Save And.

  1. From either account record in the relationship, click Relationships. The relationships page appears.

  2. Under Household Relationship, select N/A for either account.

  3. To dissolve the household, click Save And.