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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 ...
KarinG - Semper IT's user avatar
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.
ErikH - CiviCooP's user avatar
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 ...
Sean's user avatar
  • 3,168
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. ...
Christia's user avatar
  • 2,457
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....
frTommy's user avatar
  • 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 ...
petednz - fuzion's user avatar
  • 28.3k
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 ...
Alexis A.'s user avatar
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 ...
Aidan's user avatar
  • 13.5k
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 = [ '...
Pradeep Nayak's user avatar
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, ...
Matt Lind's user avatar
  • 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 ...
Allen Hutchison's user avatar
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 ...
RayWright's user avatar
  • 2,488
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 ...
petednz - fuzion's user avatar
  • 28.3k
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.
Pradeep Nayak's user avatar
1 vote

Household Configuration on Spark

Yes - once you have signed up, you can email [email protected] and it will be enabled.
bgm's user avatar
  • 3,421
1 vote

Combine or report on individual and household donations

To respond to the part of the question about moving a contribution, you can use the Move Contributions extension.
Jon G - Megaphone Tech's user avatar
1 vote
Accepted

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

Do you have any extensions that might have disabled it? Otherwise I'm not sure how that would happen either but if you want to live on the edge you can use phpmyadmin or equivalent to do: UPDATE ...
Demerit's user avatar
  • 22.9k
1 vote

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

I assume you are using Relationships to connect individuals to their Household. So if you start from the H/h or from the Individual you should be able to go to the Relationship Tab and click Add ...
petednz - fuzion's user avatar
  • 28.3k
1 vote

Inheriting memberships through Households

For all individual contacts of a household to inherit a membership from another member of the household, you need to add the relationship type between the individual contacts to the membership type (e....
Tamar Meir - Cividesk's user avatar
1 vote

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

You are currently supposed to add the address details to the address that is sharing the data from another address. You can see an example here: https://github.com/civicrm/civicrm-core/blob/...
Thomas Schüttler's user avatar
1 vote

Current state of Household Membership signup (Wordpress)

This question has a lot of moving parts, not all of which are clear to me here. It may be best as separate questions. I'll try to answer the parts I see. It sounds like you need to track the ...
Jon G - Megaphone Tech's user avatar
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.
Kainuk - CiviCooP's user avatar
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/...
Xavier's user avatar
  • 10.2k
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 ...
frTommy's user avatar
  • 1,411
1 vote

Import Multi-value Custom Data Fails for Household Contact Type

I think this might be the relevant JIRA issue https://issues.civicrm.org/jira/browse/CRM-18959
eileen's user avatar
  • 2,309
1 vote

Household member last name shows twice

Fixed this after looking at the import of data. Remedy was to highlit the double name and click edit then save. it reset the data correctly. Did this via a bulk update
Gary Martin's user avatar
1 vote

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

An old question, but an answer might still be useful to someone ... If you had set the Custom Group to extend 'Contact' then it would be available for Individuals, Households and Organisations. But ...
Aidan's user avatar
  • 13.5k

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