The HOUSEHOLD DETAILS area provides a summary of household giving.
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Field | Description |
Household member tabs | Display up to five members of the household, sorted by total lifetime giving, and showing the largest direct giver first. |
DIRECT CONTRIBUTIONS | Lifetime giving for the respective household member. This tile displays the sum of all completed transactions, the balance owed on donor commitments and completed event registration packages directly received from the selected household member (not including soft credits). This tile takes up to 30 minutes to calculate. |
MAJOR DONATION | Highest estimated value of an opportunity listed on the respective household member’s record. This tile displays in real time. |
HOUSEHOLD GIVING | Displays the cumulative lifetime giving of all household members. Direct Contributions shows lifetime giving for a respective household member. This tile takes up to 30 minutes to calculate. |
| Displays the first transaction and the associated household member, and the last transaction and the associated household member. This tile displays in real time. |
HOUSEHOLD MEMBERS | A running count of all members associated with the household. This tile displays in real time. |
LAST COMMUNICATION | The date of the most recent activity (such as phone call, email, or letter) with any household member. This field is a rollup field and can take up to 12 hours to update and reflect in the tile. |
Household members
The HOUSEHOLD MEMBERS area lists members of the household.
With the New Contact quick form, you can quickly add a new or existing contact record without navigating away from the household record. You can find other quick contact options in the dropdown menu.
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The household members table lists all the contacts currently connected to the household record and provides a summary for each.
Timeline
The Timeline area provides a history of activities or changes made to the record, such as address updates or completed tasks.