29
votes
Accepted
How can I disable households?
Households can be disabled globally by disabling that contact type. This is not exposed to the UI but is still pretty easy to do:
From the api explorer (Support -> Developer -> Api Explorer) make the ...
- 16.1k
11
votes
How can I disable households?
To remove households from the interface completely:
Delete any households that may have been created and any relationships involving households (shared addresses, Household members, etc).
Update the ...
- 442
5
votes
How to create joint accounts in CiviCRM contacts
The short answer:
When you want to store information about two people (e.g. "John Smith" and "Mary Smith") together, create a new household.
You can name the household whatever you like (e.g. "John ...
- 3,148
5
votes
Accepted
Contact Management - Best practices for couples and households
We have been going over this a lot with my fundraising team, trying to find a happy medium. When generating labels or PDF letters for one per household, be sure to create labels with only households. ...
- 2,436
5
votes
Accepted
Can a household register online?
If you are using Drupal as your CMS, then the answer is "yes". The drupal Webform-CiviCRM Integration module allows you to set up a form to register one or more people for any number of events, with ...
- 16.1k
5
votes
Accepted
How to add email while trying to create a Household contact using civicrm api v3?
You will have to use the Email API with the contact_id of the just created contact. You can do this in a chained API call if you want to.
- 11.4k
5
votes
Accepted
Best way to handle memberships involving multiple contacts?
We tend to:
not use households but use individual memberships and the inheritance feature to construct Family (Household-like) Memberships
use Drupal Webform CiviCRM module to make this a one form ...
- 14.8k
4
votes
Has anyone come up with an easy way to enter a household, the members, create the relationship, share the address, etc.?
We have setup a webform which enables the creation (or updating existing information) of
1) a household with its own data (phone number and physical/mailing address)
2) one or two adults with their ...
- 4,984
4
votes
Automated soft credits based on rules
Here is an extension that automatically creates a soft credit. I use it with my org and it works great. I'm running 4.7.2 with drupal 7.
https://github.com/PalanteJon/coop.palantetech.module....
- 1,411
3
votes
Which contact record should house the membership?
Drupal users can (should) only be associated with an individual contact record but with a correctly set up 'on behalf of' workflow this can allow for an Individual to purchase a membership on behalf ...
- 26.9k
3
votes
Accepted
Importing Household Address if Already Exists
If the households and individuals exist in the database but individuals do not have a shared address with the household, you can run the following sql to create a csv that you can import.
On the ...
- 2,873
3
votes
Importing Household Address if Already Exists
A workaround is to import the address along with the Master Address ID. So import like you are importing a new address but also include the Master Address ID, mapped to the "Master Address Belongs To" ...
- 2,873
3
votes
How to create joint accounts in CiviCRM contacts
Sean describes the 'text book' answer well but depending on your usage, there are other options you could consider:
1) If you want to stick closely to your old system you could add custom fields for ...
- 10.8k
3
votes
How to create joint accounts in CiviCRM contacts
Late, but thought household aggregate contribution report might be helpful to some searchers.
We use up to three records for a couple. Event info goes on individual record and gifts generally go on ...
- 31
3
votes
How to connect your household address to its members in civicrm api v3?
You need to provide same set of values to create address for members of the household with additional parameter master_id as Address foreign key id of household contact.
$addressParams = [
'...
- 26.6k
2
votes
Report with household, individuals and contributions
There is a Contributions by Household report available under Reports > Contribution Reports by default in CiviCRM. This should provide at least the basics of what you need. You may need to edit the ...
- 7,337
2
votes
Accepted
Changes not saving when using other contact's address
This has been confirmed as bug CRM-16588. Please consider marking this as the accepted answer, so that future Stack Exchange users with this issue can find the bug status to identify when the bug has ...
- 2,808
2
votes
How do I create contribution pages that record pledges and contributions to households?
I do something very similar with my church. the actual donation is credited to the individual who made it with a soft credit going to the household. This allows us to do reporting by either household ...
- 1,411
2
votes
Importing data with households
Your dedupe rules aren't probably tight enough so instead of seeing that the contact exists already, it creates a new one.
The fact that your getting dups also probably says you are doing multiple ...
- 2,873
2
votes
Relationships not available on household imports
We are having the same problem with relationship imports that have custom subtypes. Our subtypes are Individual - Student and Organization - School. The relationship is Student of (Student) - ...
- 353
2
votes
How can I disable households?
You can disable contact-types directly in the db or with the api, but a word of caution: I've seen older sites where people have messed with the basic contact types, and they've had real problems.
...
- 7,337
2
votes
Has anyone come up with an easy way to enter a household, the members, create the relationship, share the address, etc.?
In re-reading your question, we also came up with a jQuery solution for creating the Household Name from the names of the Parent and Spouse.
We added a class to the Parent First Name field, Parent ...
- 4,984
2
votes
One page and auto link
It sounds like it will depend somewhat on your set up. If you're on Drupal, you could have a look into using webform civicrm which would be able to handle all of the above (creating the contacts, ...
- 151
2
votes
Automated soft credits based on rules
It is a great idea. Using CiviRules, you could get a good bit of the way there out of the box. To set the soft credit though, you would need to (or pay someone to) write some code -- you'd have to ...
- 4,984
2
votes
Sharing household address with individual record no longer builds "member of household" relationship CiviCRM v5.17.0
While this question is old - just indicating that this was added as a feature at some point. There's a checkbox to indicate you'd like to also add the household relationship if you choose to share an ...
- 2,366
2
votes
Combine or report on individual and household donations
hi and excuse the slight whinge but... providing links to things like the extension, makes it quicker for other busy folk (we all are) to help. And explaining 'why' you think it might not work also ...
- 26.9k
2
votes
How do I reclassify a contact to be a household when it has been created as an organisation?
Helen, Welcome to CiviCRM stack exchange. The Contact Editor extension provides UI to change contact types.
- 26.6k
1
vote
How to create joint accounts in CiviCRM contacts
If the first need is printing labels, use the field Addressee with a customised value.
- 3,083
1
vote
Support for distributing benefits in Turkish
you would have to check how complete the turkish translation is. It seems we have achieved 100% translated, but can't judge of the quality of the translation.
https://www.transifex.com/civicrm/...
- 10.1k
1
vote
Using households
We are a church and use Households to hold the address and to aggregate contributions.
We use the extension https://github.com/PalanteJon/coop.palantetech.module.automaticsoftcredit to automatically ...
- 1,411
Only top scored, non community-wiki answers of a minimum length are eligible