Organizing as Household/Organization Groups
Members can be organized into Household Groups or Organizations for convenience.
The Household Name defaults to the Member's Last Name. Click Edit Name to change the name or the type. The Type defaults to Household. For Organizations, change Type to Organization. (Note: if this is an Organization, all Members acting on behalf of this Organization should be added as New Group/Family Members here)
To Add a new Household or Organization Member, navigate to the profile you would like to add that individual onto and click the Add New Group/Family Member button. The advantage to organizing members into a Household or Organization are:
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After working with one Household Member, other Household Members appear in the subsequent drop downs to limit search time and ease data entry
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Makes searching for and viewing Member history for multiple family members very easy
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Specific members can be marked as Head of Household to ensure they receive email correspondence in addition to younger household members
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When specifying a Household as an Organization, all Members of the Organization can be found by performing a Member Search on the Organization Name (see
The Member List (Advanced Search)
Member Profile with Family Group
