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Updating Constituent/Households

It would be a huge time saver if there was an option to update the Spouse and Household records at the same time, instead of having to go to all three records separately to do the same thing.

For example, when you mark a constituent Inactive, you then have to go to the Spouse and also the Household to mark each of those Inactive.

If you update a new primary phone number or email, it adds it to the other record and household but doesn't mark it as primary. So that means I have to go to the Spouse to mark that number as primary, and then go to the Household and mark it as primary. After that is done, I can then put an end date on an old number or email so it no longer shows up.

It seems like it would make sense to give an option like "Update Household and Spouse" when you make the update so it covers all three records at one time.

It does update all records when you add a new address when someone has moved, if you use the "Recently moved" option. It would be nice to see this functionality for other areas as well.
  • Guest
  • Jan 4 2016
  • Reviewed
Constituent Records
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  • T. Rash commented
    September 20, 2017 14:46

    Also, if you delete a primary email or primary phone number from an account, it does not update the other members of the household. You have to delete it from the household, the primary member, the spouse, and all of the children separately. Lots of duplicate effort there. Please have a check box that says "delete from household members also" like you do for adding them.

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