Household records allow you to group contacts who share a relationship, such as family members or partners, within your CRM. Setting up households helps you manage shared contact information and giving history efficiently.
Here's a video walkthrough to get started:
To create household records in CauseVox, follow the steps below:
Step 1: Navigate to the CRM section and select CRM Settings to set up the custom household fields.
Step 2: Select General on the left navigation to add household roles via >> Add Role in the lower right. Select Fields on the left navigation to add any custom questions to the household record. The roles and custom questions can be edited any time.
Pro tip: Drag and drop the fields to create a custom order.
Step 3: Once the fields are finalized, select the Households tab at the top >> Create Household on the right.
Step 4: Enter the household information including:
Household image
Household name
Custom questions
Primary email
Primary phone
Primary address
Save, or Save and Add Another household.
