TITLE
Single Member Households or Households with more than two members
WORKSPACE
Constituent Data Integrity
TAB
Household Information
PURPOSE
Users can modify the spouse relationship such that a household contains only 1 member or more than 2 members where some are deceased. This datalist will enable users to evaluate these households and either fix them or dissolve them properly.
CRITERIA
Any household constituent with:
- Only one active member, or
- More than 2 active (not deceased) members.
COLUMNS
| Name | Hyperlinks to | Default Sort? | Note |
| Constituent Lookup ID | |||
| Constituent Name | Constituent record | Y | |
| Member Constituent Name | Constituent Record | ||
| Member Count | This should show the number of active members currently in the household; see the Household Members constituent summary tile. | ||
| Prospect Manager | List the Prospect Manager(s) or Associated Prospect Manager(s) for the household and any of the household member(s). There shouldn’t be different names, but if there are, they should be in a comma-separated list. | ||
| Date added | These should be date added/username and Date changed/ username for the Household constituent record. | ||
| Added by Username | |||
| Date changed | |||
| Changed by Username |
FILTERS
None.
SECONDARY VIEW
None.
ACTIONS
| Label | Purpose | Window |
| Edit | Review the household | Household record |
| Dissolve Household | Dissolve the household directly from the data list | Dissolve household window
|