Head of Household in Gift Batch

Sharon Campbell · July 2015

How can I identify who is Head of Household when entering gifts via batch? I would like to always enter the gift under the HoH record but now I have to open each record while in batch to see who gets the hard credit. Any ideas?

JoAnn Strommen · July 2015

You should be able to create a query of records where for spouses who are not the HOH and then use that in a business rule so you get a pop-up stating that record is not the HOH.

Haven't tried it specifically but have one for spouses who have a pledge on their record when other spouse is paying as I'm looking for the pledge not HOH.

Cheryl Haimann · July 2015

Yes, what Sharon suggested is exactly what we do. We have a custom business rule for constituents, using a a query of nnon-HoH spouses.

Nicole S · July 2015

JoAnn Strommen:

You should be able to create a query of records where for spouses who are not the HOH and then use that in a business rule so you get a pop-up stating that record is not the HOH.

Haven't tried it specifically but have one for spouses who have a pledge on their record when other spouse is paying as I'm looking for the pledge not HOH.

We do this. Very handy.

Sunshine Reinken Watson · August 2015

I also have a business rule based on a query for people who aren't head of household so I know to record the gift on the other record.

Gabrielle ReadHess · July 2017

JoAnn Strommen:

You should be able to create a query of records where for spouses who are not the HOH and then use that in a business rule so you get a pop-up stating that record is not the HOH.

Haven't tried it specifically but have one for spouses who have a pledge on their record when other spouse is paying as I'm looking for the pledge not HOH.

JoAnn, can you please go into more detail about the query/ies you use for this business rule? We're trying to set up something very similar; a business rule in batch that will state whether the constituent has a soft credit pledge on their record, or alternately, whether the constituent's spouse has a hard credit pledge on their record but I'm having difficulties finding the correct criteria for my query.

JoAnn Strommen · July 2017

Ugh, just replied but somehow didn't process completely....

Here's my "Pledges with SC and balance" query criteria...

Gift type = pledge
AND Soft Credit Amount > $0
AND Gift Pledge Balance > $0
AND Gift Code does not equal Staff (one I need to filter out staff with payroll pledges - you probably don't need)

This will pull pledges on HOH record and pledges on non-HOH record as for record it's entered on depends on who solicitor obtained pledge from. Believe it also pulls if there's a SC from org record.

Link that to your business rule. Are you familiar with setting them up?

Gabrielle ReadHess · August 2017

JoAnn Strommen:

Ugh, just replied but somehow didn't process completely....

Here's my "Pledges with SC and balance" query criteria...

Gift type = pledge

AND Soft Credit Amount > $0

AND Gift Pledge Balance > $0

AND Gift Code does not equal Staff (one I need to filter out staff with payroll pledges - you probably don't need)
This will pull pledges on HOH record and pledges on non-HOH record as for record it's entered on depends on who solicitor obtained pledge from. Believe it also pulls if there's a SC from org record.

Link that to your business rule. Are you familiar with setting them up?

Yes, I am familiar with creating business rules. This is basically the direction I was headed but wanted verification that I was on the right track. Thank you so much, JoAnn!

Head of Household in Gift Batch

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