Timeline for Contact Management - Best practices for couples and households
Current License: CC BY-SA 3.0
7 events
| when toggle format | what | by | license | comment | |
|---|---|---|---|---|---|
| Dec 14, 2016 at 18:26 | comment | added | Christia | If you create one smart group with all the parameters, then you don't have to do all the work moving forward, you just print labels from the smart group. The smart group would be set up to exclude other smart groups that you created, such as people that are also in a household. | |
| Dec 14, 2016 at 4:36 | comment | added | Yossi | @Christia, It is definitely a correct answer but not the one I was looking for. We already operate in a similar way. I was hoping there was an easier more streamlined way of doing this. | |
| Dec 14, 2016 at 4:35 | vote | accept | Yossi | ||
| Dec 14, 2016 at 4:25 | vote | accept | Yossi | ||
| Dec 14, 2016 at 4:35 | |||||
| Dec 13, 2016 at 20:55 | comment | added | frTommy | You don't say what version of Civi you are running but if you are running 4.7.x the extension that Martin posted above doesn't work with 4.7.x. I wish it did though. | |
| Dec 13, 2016 at 18:17 | comment | added | Martin Peth | This is not exactly adding to the answer, but might be very helpful for anybody dealing with households: This extension here provides some more userfriendly workflows, e.g. merging contacts directly from search results into households: github.com/systopia/de.systopia.householdmerge | |
| Dec 13, 2016 at 0:42 | history | answered | Christia | CC BY-SA 3.0 |