Relationships/Household

Households

Good to Know!

• Households consist of 2 living individuals related with the spouse/spouse or domestic partner/domestic partner relationship codes; households are dissolved when one spouse is deceased or the couple divorce.
• No data should be entered on the household, it serves as a way to display aggregated data for the household members. In order to enforce this rule, the Add tasks are invisible on Household records, and an Atlas customization prevents users from creating new records via the Documentation and Interactions summary tile. (The tile has hyperlinks to open Notes, Media links, Attachments and Interactions.)

• Be sure that spouses are unlinked before re-marrying, otherwise you get a ghostly spouse who won’t leave household!
• Conversion Notes:
  • Primary address phone and email were copied from the primary household member to the household
  • Households were created for related constituents with the isspouse checkbox checked.  Household names, the ones that appear in the header, were set to custom during conversion but after Jan/2021 were set to the household informal addressee name format
  • The head of household in RE became the primary member of the household in Atlas

How Do I?