Households and Relationships

Do all the members in a household count against my license limit? - FAQ
No, all of the individual constituent account records in a household comprise of only one record against your total license level limit Hooray! 
Thu, 3 Sep, 2015 at 6:48 PM
What does “Export households” mean in a report? - FAQ
Selecting “Export households” in the Details tab of a Transaction, Interaction, Note, or Task report means that if any individual meets your filter criteri...
Mon, 2 Nov, 2020 at 12:22 PM
How and why should I create a household? - FAQ
Households allow you to save on postage and printing costs by sending one piece of mail, not two or more, to households where you have multiple cons...
Tue, 11 Oct, 2016 at 11:08 AM
How should I name my households? - FAQ
Name your households consistently -- either “Smith Household” or “James and Ellen Smith” or “The Smiths.” You can always use the formal name, envelope name,...
Mon, 6 Apr, 2020 at 3:16 PM
How many constituents can I group in a household? - FAQ
You can group as many constituents in a household as there are individuals in that household that you want to communicate with separately -- so, depen...
Thu, 3 Sep, 2015 at 6:49 PM
How do I create a relationship between two constituents? - FAQ
To create a relationship between two constituents, navigate to the account of one of the constituents to whom you wish to link another constituent wit...
Thu, 3 Sep, 2015 at 6:49 PM
How do I create a relationship role that is not listed? - FAQ
To create a relationship type that is not already built-in to the available options:  Navigate to Settings View All Settings. Click on the Ed...
Thu, 3 Sep, 2015 at 6:49 PM
What is a head of household? How should I determine who to designate? - FAQ
A head of household is essentially a way to designate which Address, Email, and Phone data should be used when household information is displayed. Bloomeran...
Thu, 3 Sep, 2015 at 6:49 PM
What do I do if a constituent passes away? - FAQ
If a constituent is recently deceased, follow this checklist to make sure your database is up to date. Mark the constituent deceased in Bloomerang. Go to ...
Tue, 9 Mar, 2021 at 11:15 AM
How do I add a donation to a household? - FAQ
You can’t add a donation to a household -- you can only add it to one of the household members’ records, and then it appears on the household timeline. For...
Thu, 3 Sep, 2015 at 6:49 PM