Neither Spouse Head of Household

Marie Stark

I will have to add this to my list of weekly cleanup queries!

Veronica Williams 2

The query is great for finding the spouses that do not have Head of Household designated.  Have any of you - especially those who have thousands of these (Alan French, Dariel Dixon, Kylea Johnson, anyone else) found a way to efficiently clean these up?  Has Blackbaud responded with any fix?  Or if this a forever task where staff needs to open each set of spouses and manually mark one as H of H?

Alan French

Veronica Williams‍ I haven't yet prioritised cleaning these up, since we don't generally use Head of Household processing here, but the field 'Is Head of Household?' is available for relationship imports. If you export your list to a spreadsheet and come up with some kind of rule to determine which spouse should be HOH, you should be able to import that back into RE.

Dariel Dixon 2

Veronica Williams‍ I haven't had an opportunity to jump back into this situation.  Now that I have an idea as to what is causing it, I'm working on making sure that the situation doesn't come up and only dealing with spousal relationships in database view.  It's not that big of a deal since I'm there most of the time, and I have tried to make sure my team is aware as well.  For the record, I haven't had thousands of these come up, but it's a problem.  I've voted for the ideas in the idea bank (I really think this needs to be a priority), but making sure that the issue isn't constantly recurring has been my plan until I can manually fix it.

Veronica Williams 2

Thanks, Alan and Dariel, for your replies.

Dariel Dixon 2

I'm curious has this issue been fixed now that NXT supports HOH flags?

Carrie Aranda

It was just fixed.  Within the past month (I think), the head of household option is in RE NXT.  It only shows when you click the spouse button.