Questions tagged [households]

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Household Configuration on Spark

I am launching a new organization, and CiviCRM Spark looks like a great fit. I noticed on the "subscription" page that the household configuration is disabled by default. Is it possible to ...
Louis 's user avatar
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0 votes
0 answers
34 views

New Family Membership Not Creating Memberships for Related Members for Existing Household

CiviCRM has inconsistent behavior when creating Family memberships for a household. If a brand new family joins, I enter the household and the family members, setting the members' addresses with the &...
RiverRunner's user avatar
1 vote
0 answers
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Individuals with shared addresses from an org or household record, are missing the state

Noticed a bizarre issue that's been present since 5.38. Recently upgraded to 5.40.2 in the hopes that it might fix the problem. We noticed that quite a significant number of individual records that ...
shayaknyc's user avatar
  • 103
1 vote
1 answer
24 views

How do I reclassify a contact to be a household when it has been created as an organisation?

Some of our household contacts have been wrongly inputted as organisations and I would like to alter the classification of the contact to make it a household rather than an organisation and vice versa....
Helen's user avatar
  • 11
2 votes
2 answers
28 views

Combine or report on individual and household donations

So I have two issues that I am trying to overcome. Like others, I have a need to aggregate donations up to the Household level in a quick and easy way. Ultimately, it would be great if we could ...
epauldc29's user avatar
1 vote
1 answer
25 views

'Household member' relationship type can't be (re?)activated through the interface?

Somehow I seem to have deactivated the type of relationship 'Household member' (is a member of what household) through the interface while configuring a fairly new CiviCRM. As a result, I don't seem ...
Steve Baird's user avatar
0 votes
1 answer
23 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 ...
Mary Ellen's user avatar
5 votes
1 answer
56 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 ...
shayaknyc's user avatar
  • 103
1 vote
0 answers
21 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 ...
fdarn's user avatar
  • 285
2 votes
1 answer
123 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 ...
Matt Woodward's user avatar
1 vote
1 answer
37 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/...
TimETown's user avatar
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1 answer
58 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. ...
emilecantin's user avatar
1 vote
2 answers
63 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' =&...
harshal's user avatar
  • 841
0 votes
1 answer
90 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', [ '...
harshal's user avatar
  • 841
2 votes
1 answer
147 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 ...
Durruti's user avatar
  • 71
3 votes
2 answers
234 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 ...
Rob Brandt's user avatar
1 vote
0 answers
29 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 ...
Josc's user avatar
  • 33
4 votes
4 answers
344 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. ...
chrisfs's user avatar
  • 195
0 votes
1 answer
18 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?
Senja's user avatar
  • 1
1 vote
1 answer
62 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 ...
Nicola's user avatar
  • 163
5 votes
2 answers
220 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 ...
Yossi's user avatar
  • 2,077
3 votes
2 answers
456 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 ...
Michel's user avatar
  • 141
0 votes
1 answer
113 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 ...
George Lozier's user avatar
3 votes
1 answer
30 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 ...
Gary Martin's user avatar
1 vote
1 answer
24 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 ...
Gary Martin's user avatar
3 votes
2 answers
208 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-...
desierto's user avatar
  • 353
1 vote
0 answers
55 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 ...
George Lozier's user avatar
4 votes
2 answers
94 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 ...
bendodge's user avatar
  • 235
3 votes
1 answer
92 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 ...
TimETown's user avatar
  • 373
8 votes
3 answers
311 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 ...
Paul-Tahoe's user avatar
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1 vote
1 answer
78 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 ...
ahnakay's user avatar
  • 61
2 votes
1 answer
72 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. ...
Rob Brandt's user avatar
1 vote
3 answers
73 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 ...
Richard Grevers's user avatar
2 votes
3 answers
176 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 ...
Sonicthoughts's user avatar
3 votes
1 answer
60 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 ...
Edward's user avatar
  • 243
6 votes
1 answer
71 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, ...
Maurice's user avatar
  • 197
2 votes
2 answers
115 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 ...
Jeff Mikels's user avatar
21 votes
3 answers
972 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 ...
choster's user avatar
  • 1,880