CiviCRM Community Forums (archive)

I'm new to CiviContribute and trying to figure out how to set up tracking of donors where people have multiple relationships to our small, non-profit organization.  There are a couple of scenario's we're trying to figure out how to handle. 

Issue 1)
We have people such as Dr. Jane Smith who is a provider of services and we need that as an Individual record in our database.  She also has been a donor with her husband and we need to track that the donation is from a couple, in this case Jane and John Smith. 

We could create a household and then link the donation to the household and make Dr. Jane Smith a member of the house, but then if we search for providers who donated, we won't get her to show up. 

Issue 2)
We have some couples that donate, but have different last names and could be providers or volunteers with our organization.  For instance, Jane Smith could be married to Bob Jones, and we need to track them as a donor, but then each could be a provider or volunteer that we'd want to track separately. 

We could list the contributions from a couple as separate contributions, but that would get duplicates donations. 

We were thinking that we could create a group called 'donors' and have anyone who donated as a couple, be part of this group as an individual, but that would create more work on the front end in addition to simply recording contributions. 

Any advice on this problem would be appreciated.  For what it's worth, we understand this is a common problem when doing database work. 

Thanks Civi-Community people!



 

Thanks for the response. 

The 'soft credit' sounds like what we are looking for.  Would this automatically update record and put that information onto the linked household and individual?  Put another way, could we set it up so that at the point of recording a donation it automatically has the 'soft credit' populate for the contacts that are set up with relationships to the donor? 

Thanks again, for the response.