Head of Household

Roxann Keating · August 2013

Is there anywhere on a record to see if someone is marked Head of Household or do you always have to go to the Spouse's record?

Also does anyone have any words of wisdom about deciding who is marked HOH and how to maintain that?

Thanks

JoAnn Strommen · August 2013

Roxann Keating:
Is there anywhere on a record to see if someone is marked Head of Household or do you always have to go to the Spouse's record?

Also does anyone have any words of wisdom about deciding who is marked HOH and how to maintain that?

Thanks

As RE is defaulted I don't believe there's any way to see, however, you can add "Head of Household?" as a column to display on the relationship window. It will display a check box in the row for spouses name if the spouse is marked as HOH.

(To add columns to display, right click with cursor on the heading bar of window and you'll get list of available columns)

Not the ideal solution but easier than opening spouse record....

As to who to mark, you can find some other posts in forum on that topic. From posts, it sounds like most orgs make HOH as the person with the primary relationship to their org. Not sure what you mean by 'maintain that'.

Melissa Graves 2 · August 2013

Roxann Keating:
Is there anywhere on a record to see if someone is marked Head of Household or do you always have to go to the Spouse's record?

Also does anyone have any words of wisdom about deciding who is marked HOH and how to maintain that?

Thanks

For me the first question I have when I see your question is, what is your policy on making spouses full constituents? If you can eliminate having separate full constituents, I recommend it - then HOH is not a factor.

If you need separate full constituents, for all or even just some, then deciding who is HOH is sometimes challenging. As Joanne says, it is often the relationship to the organization that determines this. If both have a relationship then can you tell who has the higher "committment" level, etc. It becomes subjective at some points but in reality should not matter too much. It primarily matters in mailings and it should work the same way whichever record is HOH (assuming you have linked addresses and both have the same address.) if you do not know their relationship or committment - then it is likely the spouse does not need a full record (yes, I am back to that again).

I do the same thing Joanne does with showing the checkbox for HOH on the relationship tab. It gets a bit tough to think through (what does checked mean, what does unchecked mean?) but you get used to it.

Shannon Stepanek · August 2013

Roxann Keating:
Is there anywhere on a record to see if someone is marked Head of Household or do you always have to go to the Spouse's record?

Also does anyone have any words of wisdom about deciding who is marked HOH and how to maintain that?

Thanks

Another option is to add a column on your search screen, through output on your lookup query, which will show 'Yes' if the person in HOH or 'No' if not. Unfortunately this column is not working correctly and BB has been notified, but have been working on it for awhile.

If you would like to see this fixed please add a ticket from your organization to get them to make this work.

Thanks.

Roxann Keating · August 2013

JoAnn Strommen:
As RE is defaulted I don't believe there's any way to see, however, you can add "Head of Household?" as a column to display on the relationship window. It will display a check box in the row for spouses name if the spouse is marked as HOH.

(To add columns to display, right click with cursor on the heading bar of window and you'll get list of available columns)

Not the ideal solution but easier than opening spouse record....

As to who to mark, you can find some other posts in forum on that topic. From posts, it sounds like most orgs make HOH as the person with the primary relationship to their org. Not sure what you mean by 'maintain that'.

Thanks, JoAnn. I just set this up per your instructions. It does make it a little easier, I just have to get used to looking for it.

Roxann Keating · August 2013

Melissa Graves:
For me the first question I have when I see your question is, what is your policy on making spouses full constituents? If you can eliminate having separate full constituents, I recommend it - then HOH is not a factor.

If you need separate full constituents, for all or even just some, then deciding who is HOH is sometimes challenging. As Joanne says, it is often the relationship to the organization that determines this. If both have a relationship then can you tell who has the higher "committment" level, etc. It becomes subjective at some points but in reality should not matter too much. It primarily matters in mailings and it should work the same way whichever record is HOH (assuming you have linked addresses and both have the same address.) if you do not know their relationship or committment - then it is likely the spouse does not need a full record (yes, I am back to that again).

I do the same thing Joanne does with showing the checkbox for HOH on the relationship tab. It gets a bit tough to think through (what does checked mean, what does unchecked mean?) but you get used to it.

Thanks, Melissa.

Your advice makes a lot of sense. I would prefer not to have separate records at all. I work at a Hospice, though and we have a lot of records that are memorial/deceased records. And, at that point it seems to make sense to separate the couple. The deceased becomes an honor/memorial and the other is the head of household. I don't know if there is an easier way to do that.

Head of Household

Comments

Categories