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Author Topic: householding  (Read 1338 times)

craftee123

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householding
April 15, 2009, 12:49:24 pm
Please forgive me if this has already been discussed at length.  I went looking and couldn't find anything using search.

I'm looking for an update on the best implementation of householding, given my organization's desire to snailmail.

This is from 1.7, before the "Use Household Address" function was available.  http://wiki.civicrm.org/confluence/display/CRM/HouseHolding

This doesn't seem to answer my question either, http://wiki.civicrm.org/confluence/display/CRM/HouseHolding

What is the best way to implement the individual/household data so that when we pull a list for postal mailing, we prevent sending multiple pieces to the same address?

hirbys

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Re: householding
April 19, 2009, 07:40:58 am
Here's how I understand it to work:

If individuals share the same household, you can check 'Merge labels for contacts with the same address' when using 'Make mailing labels' from 'Find Contacts' and CiviCRM will automagically produce only one label for all the individuals in that household.

I believe that the current merge functionality requires the existence of a common household in order to produce a merged label for individuals, even if they have identical addresses. (I think I have verified this under 2.1.)

craftee123

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Re: householding
April 23, 2009, 01:13:44 pm
Thanks.  That's helpful.

But what if we export based on the existence of an address because we need to also capture custom fields in our mailings?  Or if we want to do a mail merge in word for some other type of document?

Does anyone else have suggestions?  I imagine this is a common issue for organizations that do mailings...

Donald Lobo

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Re: householding
April 23, 2009, 08:27:32 pm

1. the merge same address option is not dependent on any relationships. Its based on the address being exactly the same

2. If you want to ensure you send to only an individual or the household that they belong to, your best bet in 2.3 might be to use a custom search and write the appropriate query to return the household id (and address) if part of a household, else an individual. You can export that data and do your mail merge using msft tools locally

lobo
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hirbys

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Re: householding
April 26, 2009, 06:38:16 pm
Quote from: Donald Lobo on April 23, 2009, 08:27:32 pm

1. the merge same address option is not dependent on any relationships. Its based on the address being exactly the same


Just confirmed this in 2.2.2 (sorry to be skeptical). This is a good thing. No arbitrary creation of households just to get mailings to work correctly.

robinhood

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Re: householding
April 27, 2009, 04:23:25 am
The only problem I have with the merge same address option is that it lists all of the individuals on the label, one per line.  If there is a long list then it causes the label to spill over its boundaries and ruin the one below it.  If it wasn't for this, I would stop trying to maintain households in our DB.

Donald Lobo

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Re: householding
April 27, 2009, 08:32:41 am

You can modify:

CRM/Contact/Form/Task/Label.php, function mergeSameAddress (line 437) to make it a bit more intelligent and introduce line breaks as needed.

If you do so and come up with a good solution, please file an issue and submit your patch

thanx

lobo
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robinhood

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Re: householding
April 30, 2009, 04:36:17 am
Ok patch submitted: http://issues.civicrm.org/jira/browse/CRM-4432


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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using Core CiviCRM Functions (Moderator: Yashodha Chaku) »
  • householding

This forum was archived on 2017-11-26.