How to Add a Household Using Quick Add Household

Quick Add Household allows you to easily add a household when you have limited information. Using the Quick Add form, you can add a household with one or two names, one address, three phone numbers, one email address, notes, and household attributes and tags.

Adding a household using Quick Add in no way limits your ability to add additional names, addresses, and other details to the household at a later time.

You access the Quick Add Household screen from the Quick Add section of the Navigator by clicking on Household. You can go to the Advanced Add household screen from the Quick Add screen by clicking on Advanced Add.

To add a household using Quick Add, do the following:

Search

  1. Enter the last name or email address of someone in the household and press enter.
  2. Before adding a new household, you first search the list to make sure the name does not already exist in your data.
  3. If any matching names are found, a list of potential duplicates appears. Scan this list to see if the name is there. You can choose to do one of the following:
    1. If you want to continue adding a new household, click on the Quick Add Household button at the bottom of the list.
    2. If you want to view more details about one of the households or names in the list, double click on the name.
    3. If you want to skip adding the household, click on the X in the upper right hand corner of the screen to close it.
  4. If no matching names are found, the Quick Add Household screen appears.

Step 1 - Add a Name

  1. Select a Prefix for Person 1. The list of available prefixes is defined in the Admin tab.
  2. Enter the person's first, middle and last names.
  3. If the person's name has a suffix, like "Jr.", enter that.
  4. Select a display name for this person.
    1. A default display name is selected for you, based on the preference that has been set for your organization by your administrator. You can select a different display name from the list.
  5. Select a salutation for this person. The salutation is used in a letter, after "Dear".
    1. A default salutation is selected for you, based on the preference that has been set for your organization by your administrator. You can select a different salutation from the list.
    2. The following list includes the additional fields that are available. As noted above, these may be in a different order, they may not all be present, and there may be additional user-defined fields that are unique to your organization.
    3. Nick Name - nick names can be added just for reference. They are also included in the list of potential salutations for mailings.
    4. AKA - this might be a maiden name or a prior name that can be used to search for this person.
    5. Job Title - in addition to adding this as an important piece of information about this person, you can choose to have this included in an office address.
    6. Company/Division - you can use this field to record where this person works. This can be used in a query to find all of your constituents who work at a certain company, for example. It can also be included in an office address, along with the job title.
    7. In addition to adding Job Title and Company/Division to the person's information here, you can also link them, from the Relationships tab, to the Organization record for the company they work for.
    8. Birth Date - the person's birthday can be used to send birthday greetings.
    9. Gender - if you know the person's gender, you can add it.
    10. Is Solicitor - if this person is a volunteer solicitor for your fund raising efforts, check this box.
    11. Make Gifts Anonymous - if gifts from this person are generally anonymous, check this box.

Step 1a - Add Partner

  1. If you chose to add a couple, click on Add Spouse/Partner
    1. By adding a partner here, you are automatically creating a couple name. If you want to add a second name without also adding a couple, switch to Advanced Add.
  2. Follow the same steps as above to add a second name.
    1. The couple is created automatically.

Step 1b - Add Couple Attributes

  1. If you have added a couple, you can elect to show one or both individual names in the name list along with the couple name.
    1. If you show an individual name, you can tag that name and add user-defined fields. You can also direct mailings to that name alone. To add tags or other attributes to a person who is part of a couple, first save the household and then edit it from the Bio screen. You can also click on Advanced Add to use the more detailed entry screen for a household.
  2. Select a display name for the couple.
    1. A default display name is selected for you, based on the preference that has been set for your organization by your administrator. You can select a different display name from the list.
  3. Select a salutation for the person or couple.
    1. A default salutation is selected for you, based on the preference that has been set for your organization by your administrator. You can select a different salutation from the list.
  4. If this person or couple is the primary name for this household, click on the Is Primary check box.
  5. If gifts from this couple are usually anonymous, click on the Make Gifts Anonymous check box.
    1. If a couple is marked with this attribute, gifts from the couple are automatically marked as anonymous as you enter them, but you can choose to make any gift not anonymous if desired.

Step 2 - Add an Address

  1. Fill in the address fields to add an address to the household.
    1. It is assumed that this is a household address, belonging to all names in the household.

Step 3 - Add Phones

You can add up to three phone numbers to a household. If you need to add additional phones or more information about these phones, you can switch to Advanced Add or you can save the Household and edit it from the Bio tab.

  1. Fill in the phone fields to add a phone to the household.

Step 4 - Add Email

You can add one email addresses to a household using Quick Add. You can add additional email addresses by switching to Advanced Add or you can save the Household and edit it from the Bio tab.

  1. Enter the email address to add an email address to the household.

Step 5 - Add Household Attributes

  1. Select a name for the household from the Name drop down list. Potential names are created as a shortcut for you, and one has been selected as the default by your administrator.
  2. A sort key is created for you. This is used when you wish to sort your households in alphabetical order. You can change the sort key if you wish this household to appear some place else in the list.
    1. The following list includes the additional fields that are available for defining household attributes. As noted above, these may be in a different order, they may not all be present, and there may be additional user-defined fields that are unique to your organization.
    2. Type - this indicates the Type of this household, for example, a family, an individual, or a student's household. This list of options for household Type is created in the Admin tab.
    3. Source - the Source code indicates how this name was acquired, for example from someone responding to a direct mail piece or from a list of friends supplied by a board member. This information can be used to track the best source of new prospects. The list of Source codes is created in the Admin tab.
    4. Do Not Solicit - if this household should not be included in solicitations, check the Do Not Solicit box.
    5. Do Not Mail - if this household should not receive any mailings, check this box.
    6. Do Not Phone - if this household should not receive any phone calls, check this box.
    7. Do Not Email - if this household should not receive any email, check this box.
    8. Web Site - if this household has a website, you can add it here.
    9. Mailing Method - indicate if the household prefers to hear from you by email or by regular mail.
    10. Make Gifts Anonymous - if gifts from this household are generally anonymous, check this box.
    11. Notes - the notes box provides unlimited space to enter comments about this household. This field should be used for short, overview notes. For more complicated notes added over time, you should consider adding notes to the Notes tab rather than here.

Step 6 - Add Tags

From here you can add any number of household tags and mailing tags to this household. If you want to add tags to the names, you can use Advanced Add or edit the household from the Bio tab.