Patrons CRM

Household Dashboard (CRM)

5min

Households are a way to view the spending habits of a household. For instance, a married couple might have separate patron profiles but be viewed as a household for spending statistics.
The Household Dashboard is only visible to Users that have Full Admin permissions.
You can create and edit Households one of two ways.
1
Using the Household dashboard
2
By creating the Household on the Patron record itself. Suggested Article: Create a Household﻿
The Household Dashboard
The Household dashboard is used to create, view, and edit household accounts for your group.
Here you have the option to:
Create a new household
View the existing households and their members.
Assign accounts to a household
Edit the household.
Delete A household record
﻿
1
Navigate to Patrons and select Households.
2
Click on New Household.
3
Enter a household name, this will also populate the Unique Household ID field. Which you can change if desired.
﻿
﻿
4
Locate the new household you just created and click Assign to Patrons.
﻿
5
Select the patron records to add to the household by checking the boxes next to the name. You can search via the search bar to locate the records, then when done click Save.
﻿
6
Click Create.  This will create the household and bring you back to the Household Management screen. 
﻿
To view members of a Household. Click on the down arrow located in the center of the screen, next to the number of members. This will expand the household to show each member.
﻿
﻿
To remove an existing member of a household, expand the household on the dashboard by clicking the arrow to open the dashboard and then click the remove button next to any records to remove.
﻿
﻿
To delete a household record completely, Click the Delete Icon on the far right of the household on the dashboard.
﻿
To edit the name of an already established Household click on the edit icon on the right of the dashboard.  This will open up the name and allow you to change and save it.
﻿


﻿