You already know that Patron Records are home to all of your patron data, including purchase and donor history, contact information, and relationships with other patrons in your database. Now, with a new and improved patron record interface, you have the added ability to create Household Records.
This new functionality allows you to group patron records together into a single household that will show up in search results and patron reports. Household records make it easier to quickly view which of your patrons live together, and allow you to pull mailing lists for groups of individual patrons sharing an address.
Search existing and add new Household Records the same way as other record types by clicking “Patron Search” under the Search menu at the top of the screen. Below the Patron Search form, the three types of patron records (Individual, Institutional and Household) can be added. When adding a Household, you can give the Household a name (typically the predominant surname associated with the Household) as well as a Long Salutation, which can be useful for mailings and greetings.
After creating a Household Record, easily associate individual patron records with the household by editing the “Household members” box at the top of the record. Once individual patrons are associated with a household, this affiliation displays in the Household and the individual patrons’ records, both at the top of the record as well as under the “Relationships” portion of the patron record, where other patron relationships appear.
Households will now also appear under Patron Reports, allowing you to group individuals by household. This can be helpful in quickly identifying which of your patrons share a single household in case, for instance, you wish to market to a single residence as a whole rather than multiple patrons individually who reside together. Household Records are the newest addition to patron management aimed at making your patron database more robust, well indexed, and functional for the CRM and development needs of your organization.