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Creating households of patrons in your customer database - Tue - Jan 24, 2023 - 11:09am

  • Connect patrons in your Patron Database to a household to tie donations together! When one member of the household makes a donation the other members of the household will receive a soft credit for the donation on their record, allowing venue staff to recognize all members of a household when appropriate!

    To create a household, locate the patron record in your Patron Database and manage the relationships found under the Details section of the record. You could create a household named, "The Smith Family".

    creating-households.png 29.18 KB


    For patron records that are added to households, the Giving Summary will update to show all donations made from patrons in that household. 

    Smith-family-household.png 32.75 KB


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