Household ManagementConnect People, Families, and Addresses in One View Group contacts into households and families so you can see the full picture of who lives together, manage shared addresses, create proper mailing salutations, and track household-level giving - all while keeping individual contact records intact. 
What You Can DoLink Contacts to HouseholdsAssociate individual contacts with household records so you can see at a glance who belongs to each family - and view all their shared activities, donations, and addresses together. Contact Info, Mailing Names & SalutationsEach household has its own Contact Information screen with shared address, phone, and special donor-style fields like Mailing Name and Salutation for polished, personalized mail merges. Household-Level GivingDonations can be tagged to households as well as to the individual contacts within them, so you can view combined family giving alongside each person's contributions. Self-Service for Family MembersA parent or head of household can log into the website and update family members' records through the Linked Contacts feature in Manage Your Profile - no admin involvement needed to keep the family's information current. Custom Forms & FieldsCreate custom household forms to track different information for different types of households - with user-defined fields tailored to your organization's needs. Reporting & ExportsA dedicated Households report template in the Reports module lets you create and export filtered reports on household records, linked contacts, donations, and custom fields. Works Great WithSee Household Management in ActionSchedule a personalized demo and see how CitySoft can help you manage household and family records. Request a Demo |