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Questions tagged [households]

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1answer
15 views

How can I create a list of the contacts in a household?

How can I create a list of the contacts in a household? What I want to see is which contacts are currently in a household. I also cannot see how I can add a person to an already established ...
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0answers
33 views

Sharing household address with individual record no longer builds “member of household” relationship CiviCRM v5.17.0

We noticed after upgrading to CiviCRM v5.17.0 that when you create a new individual record, and add an address and have it shared with another Household record's address, the option to automatically ...
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0answers
17 views

Error when adding relationships to household

We are using Civi 5.5.2 on WordPress 4.9. When trying to add relationships to a household, we get the error in the screenshot. I am not seeing why this is happening. Can someone tell me what I am ...
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1answer
42 views

Best way to handle memberships involving multiple contacts?

In trying various scenarios with memberships that involve multiple contacts (our most common scenario is partners/spouses), where I landed at this point that seems to work best for my needs is to use ...
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1answer
22 views

Problem with Aggregating Households Extension after upgrade to 5.3.1

I had this problem after another upgrade and can't figure out how I solved it! (Posted as an issue at github as well.) Extension installed, Enabled | ver 1.2 and at /home/MYSITEDIR/public_html/sites/...
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1answer
23 views

Inheriting memberships through Households

I have some individual contacts that are related both directly, and through Households. When one of these contacts has a membership, I want all the household members to also get that membership. ...
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2answers
34 views

How to connect your household address to its members in civicrm api v3?

$result = civicrm_api3('Address', 'create', array( 'sequential' => 1, 'contact_id' => $householdContact['id'], 'location_type_id' => "Home", 'is_primary' => 1, 'street_address' =&...
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1answer
37 views

How to add email while trying to create a Household contact using civicrm api v3?

I want to add email address to create a contact of type Household , how I can achieve it as while checking in API explorer I don't see it. $result = civicrm_api3('Contact', 'create', [ '...
2
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1answer
113 views

Current state of Household Membership signup (Wordpress)

I'm currently working on a new install of CiviCRM to manage our co-operative membership. Membership is paid annually per household - each householder additionally makes an initial one-off £1 ...
3
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2answers
147 views

Revisting Family Memberships

I am looking at how we implemented Family Memberships in our 3 year old instance of CiviCRM. It's never worked very well for us, but I am not sure if it's not configured right, we should use another ...
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0answers
27 views

Export doesn't work for households

I try to export contacts with the option "Merge Household Members into their Households". As export fields I choose Household → Head of Household is → displayname But in the export file, this field ...
4
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4answers
250 views

How to create joint accounts in CiviCRM contacts

I am coming from a database that has support for joint accounts. Basically, it has First Name, Last Name fields and then a secondary First Name,Last Name for a spouse or partner in one donor record. ...
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1answer
12 views

Support for distributing benefits in Turkish

Can CiviCRM be quickly setup in a cloud so that it's primary function is to distribute benefits (cash, food, etc) with user interface in Turkish?
1
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1answer
47 views

Which contact record should house the membership?

My question is related to how drupal users interact with their civicrm membership and contact record. In 2013 we moved to using CiviCRM. We already had 'Group' and 'Household' membership types, so it ...
5
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2answers
120 views

Contact Management - Best practices for couples and households

What are the best practices for storing couples and households? Currently, every contact is an individual and a household is created for couples and families only. This causes two undesirable ...
3
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2answers
290 views

Using households

We are migrating our homemade contacts-management software under CiviCRM and Drupal and we have some questions about the use of households. In our current software, we have less than 10 % of our ...
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1answer
101 views

Import Multi-value Custom Data Fails for Household Contact Type

The "Import Multi-value Custom Data" fails when importing data into a multi-value custom field set that applies to only a Household contact type or Household sub-types. When the field set was change ...
3
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1answer
27 views

Household member last name shows twice

When we look at the household member is and pull up a record, it shows the household member last name twice, eg Bartlett,Bartlett. However when you click on this it shows the proper name, eg Peter ...
1
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1answer
23 views

One page and auto link

We have a volunteer organisation. Most of the volunteers are in thier 70's. Is there a way that CIVI can do the following using either a profile or a specific page that does the following sequence at ...
2
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2answers
145 views

Automated soft credits based on rules

Since I started using CiviCRM about 5 years ago I've thought one of the biggest problem areas was related to tracking and searching for contributions based on household, which is generally how non-...
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0answers
51 views

Export Fails when Merge Households Option Used

I get a DB Error when exporting contact search results using the "Merge Household Members into their Households" option (image below). Only this merge option causes the error. The others do not. I ...
4
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2answers
74 views

Can a household register online?

I'm testing CiviCRM for a camp, and some of the families that come to a week of Family Camp are very large (some have 10+ kids). I tried the "Register additional participants" method for a large test ...
3
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1answer
49 views

Is it possible to change custom group/custom field Entity Scope from just individuals to individuals and households (or ANY)?

I have an existing field for the donor name to show in printed materials. It was set up just for Individuals. The Custom Group has only this one field in it. Several reports/profiles/templates already ...
8
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3answers
237 views

Has anyone come up with an easy way to enter a household, the members, create the relationship, share the address, etc.?

Civicrm is extremely flexible with relationships. The downside of that is it's a pain to enter new household and their members. My users complain bitterly about how many steps it takes. Yes, there ...
1
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1answer
58 views

Importing data with households

I've been attempting a data import for households and contacts on a new civi install, and cannot for the life of me figure out how to import the data and keep civi from creating duplicate records of ...
2
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1answer
64 views

Relationships not available on household imports

We have an import that we do a few times a year that I set up about 2 years ago. Until today, it's never had an issue. We are using v4.6.3, and the last time we did it we were using a 4.5.x version. ...
1
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3answers
59 views

CiviCase dashboard for individuals

In our system, based on imported data, we have the role of Pastor (whose parent is individual), and pastors are the only contacts with Drupal accounts. When a pastor logs in, they are shown the ...
2
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3answers
124 views

Importing Household Address if Already Exists

I've seen several requests for this, but some seems outdated. Goal: Import contacts and households and update existing records. I'm using http://forum.civicrm.org/index.php?topic=29506.0 as a ...
3
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1answer
53 views

Report with household, individuals and contributions

I am tasked with creating a report on households and the respective members of the households and their contributions. Can anyone please direct me to any reports that are already available in CiviCRM ...
6
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1answer
69 views

Changes not saving when using other contact's address

In our Joomla 3.4.1/CiviCRM 4.6.3 setup, we heavily depend on setting up households and linking people to them. For instance, if you become a contributor, the entire family is entitled to discounts, ...
2
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2answers
102 views

How do I create contribution pages that record pledges and contributions to households?

I'm using CiviCRM 4.5.8 and am setting it up to handle a three year fundraising campaign for our church. Our church almost exclusively records donations for Households and not for individuals. How ...
20
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3answers
681 views

How can I disable households?

Our organization does not use households. As a training/usability issue for our volunteers, we would like to disable the concept entirely or at least hide them from view. There does not appear to be a ...