How to Track Households
While we do not have a set Householding function in Eleo, there are different ways that you can track households. Our general rule of thumb is to follow the money. If they donate together, you will likely want to have one record, or if they give separately you may want to track it separate.
You may set up households by using any of the following options:
USER TIP: It is important to stay consistent throughout Eleo with whichever approach you decide is best for your organization.
NOTE: You may set up different ‘Relationship Types’ prior to adding a new relationship. Do this under Settings > Lookup Tables > Relationship types.
Adding a Relationship Option
1) Navigate to the contact you want to add the Relationship to by going to Contacts > Contact Search. Search for the record, then click on it to open.
2) Scroll down the record to the Relationships section, and select Add Relationship.
3) This window will open.
4) Search for the existing contact you want to link as related to this contact. You can search on Name, Account Number, Phone or Email. If you don’t want to add them to your database, you can simply enter their name in the provided space instead. Select the appropriate Relationship Type, add notes if needed, and click Save.
5) You should now see this new Relationship listed in that section. If it is an existing contact, it will allow you to click the link to View that record in another tab.
NOTE: Relationship data is for informational purposes only. It will NOT link or combine the gift records of the two contacts.
Adding a Partner/Spouse to a contact record along with salutations
Another option is to add the partner/spouse’s name directly in the Partner/Spouse field within the contact record.
1) Navigate to the contact by going to Contacts > Contact Search. Search for the record and click to open it.
2) Click on the pencil icon in the Demographics section to add the Partner/Spouse name and be sure to save it.
3) We highly recommend filling out the informal and formal salutation fields to include both names. These can be used later for mailings or labels.
To do this, go to the Communication Preferences section and click the pencil icon next to Salutations. Enter the desired salutations and click Save.
Add a Separate Contact Record
The final option is to create two separate records. This is useful if they donate separately, participate in different activities, or manage their involvement individually.
1) Go to Contacts, and click Add Contact.
2) Fill out all necessary information and be sure to Save.
