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Author Topic: To household or not to household  (Read 3594 times)

nycschool

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To household or not to household
July 23, 2010, 06:11:28 am
Hello, we're working with WebAccess to launch CiviSchool soon.  I remember discussing several times whether or not to use households with CiviSchool.  Since we'll be implementing CiviCRM at the same time we don't have to worry about a legacy structure.  So now is the moment to decide on whether or not to use households.  I'm wondering what others have done or are considering.  Thanks!

ctarascio

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Re: To household or not to household
July 23, 2010, 07:10:29 am
hi,
if you research this forum, you will see that this has been a topic of numerous discussions. coincidentally, I've thought a lot about this topic lately because I realized that our organization was not thinking about households in a productive manner.

My thoughts are these:
you need to think carefully about your constituent "pool" and about how your organizations intends to communicate with them.

if you intend to send postal mailings and you want to avoid duplicate mailings to individuals who live in the same dwelling, then i would say that using household records is a must. likewise for email communications.

if you decide to use household records you also need to think about what data gets entered where: will you enter the postal address only in the household record or will you also enter it into the individual records? how about things like phone numbers and email addresses?

my opinion is that data that is relevant to all the individuals in a household gets entered into only the household record while data that is relevant to specific individuals, gets entered only into the individual record. Again though, all this depends on whether or not you want to track specific information about each individual.

i've attached a document that i prepared for our organization. it's probably a lot more information than you need, but perhaps you will find some of it helpful. also, please keep in mind that these are just some thoughts that i put on paper so they are only one way of thinking about household data.

by the way... in versions of civicrm prior to 3.1.3, there was no easy way to search for individuals in households, which comes in handy when you want to exclude them from mailings that are being sent to the household. in versions since, you can use advanced search to easily find household members and that is a big help.

hope this helps you,
cynthia


nycschool

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Re: To household or not to household
July 23, 2010, 08:04:47 am
Hi Cynthia, thanks for that document.  I'm sure that will help many who are considering using households-- I've overheard many complicated arguments for both.  I'm wondering specifically about using households with the CiviSchool module and if there are requirements or recommendations for one or the other.  Schools tend to be complicated because two parents from the same family may live in different households so my initial thought is that using households would complicate our information.  However, does CiviSchool require that information be organized in a specific way?
« Last Edit: July 23, 2010, 09:02:14 am by nycschool »

ctarascio

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Re: To household or not to household
July 23, 2010, 09:01:01 am
oh... sorry...i blanked on the civischool connection  :-[ i don't know anything about civischool so perhaps someone else will jump in and offer help.

cynthia

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Re: To household or not to household
July 23, 2010, 02:40:55 pm
Hi - I can't comment on the civischool - but here is how we view households (and note some of this may have had workarounds invented that others could share about)

if you are wanting to mail to people at a shared household and can cope with the names just being joined on the label, then you don't need household (note recent bug with the joining names has been fixed i believe)

if you do use households and expose a contact's address in forms, eg fill out a membership, donation etc and update your address, then the address of the individual gets updated - not the household address, so your addresses get out of synch

in my view the route around this would involve a checkbox on forms that is exposed for people 'using household address' that would ask them to confirm if they are updating their 'own' address (ie they are leaving the household), or if they are updating the household address, in which case the change of address would apply to all people using the household address

of course the same problem occurs if you don't use households, ie John and Mary are at same address, you use 'combine names on label if at same address' - and then one of them fills out a form and updates their address and next thing the db has them at separate addresses

in which case, being able to tag people as 'living at same address as someone else' and then if either of them has an address change have them flagged as 'was a shared address but no longer' so that they can be manually checked and the co-habitant chased up

Using a co-habitant relationship is the way we have approached this at a very basic level - we can therefore run an occassional check to see if people who were co-habitants are not sharing an address, and follow up with them

being able to keep a 'history' of addresses is helpful in that regard to see which one moved when. we do have such a bit of code on one of our sites which we need to contribute back sometime

think that is about it - maybe worth running a couple of scenarios of the above on your system and see what occurs and whether you can live with it.

hope that helps rather than confuddling you further
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Re: To household or not to household
July 24, 2010, 09:38:06 pm

in the first version of civischool, i tried to match the data model that the school was using (powerschool), and hence did not use householding

i think using household is the right thing to do. It will also mean that we will need to develop some much needed householding tools which are currently lacking in CiviCRM (IMO). Since the amount of "snail mail" that the school does is pretty limited, i did not think it was too important :)

lobo
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nycschool

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Re: To household or not to household
July 26, 2010, 10:00:30 am
We also send few "snail mail" mailings.  However, I suspect that we will use a lot of contribution forms and event forms.  I would want parents to be able to update their household address when contributing.  Is this possible? Thanks for all the advice!

Donald Lobo

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Re: To household or not to household
July 26, 2010, 06:12:39 pm

might be worth rethinking if u really want the contrib/event pages to update the address. Since the school is fairly "small", i suspect most parents will send mail/call when the address changes. There will be a fair amount of typos and/or business/work/other address being used when filling out other forms, that it might not be worth it, IMO

lobo
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nycschool

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Re: To household or not to household
July 27, 2010, 06:37:06 am
lobo, that's a great point! I'd be happy to leave off addresses from contributions and events for our current parents.  However, we  have a contributors that aren't current parents and we'll need to collect their mailing addresses to send thank you notes.  I don't think there's an effective way to make some contribution pages show mailing addresses (pulic/non authenticated users) and some that do not because current parents might use a "public" contribution form that would include the address field.  Does that make sense? 

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