|Many of our customers have been asking for a feature that will allow them to split families into households so they can report on the individual members' activities, and view contacts separately, yet still treat them as a single record at other times. We are pleased to announce that this feature is available in Version 4.5 released February 14, 2011.
Households is available as a standard feature in both FundRaiser Select and Professional, meaning that, if your organization has a current Annual Maintenance Plan, this new feature is free.
Take a Video Tour of Households
The screenshot below provides a Sneak Peak of the new Households feature.
Household information has been integrated into Reports and Groupings, making it simple for you to see activity (giving, volunteering, membership, etc), by Household or individual.
It is simple to split a single donor/spouse record into a Household of two records.
You can mail once to the entire Household or individually to each Household member.
If you are using duplicate account numbers to track members of a Household now, per our suggestion, a single click will convert your data into the new Households feature.
You can easily add or remove a donor from a Household.
The Household panel can be viewed from any screen in FundRaiser, or just from the Master List.
In Professional, Households integrate with Relationships, showing both in one convenient Household panel.
If you are a current FundRaiser Select or Professional user with a current Annual Maintenance Plan, you are entitled to receive this feature absolutely free! Simply watch your email for our monthly newsletter; each newseltter highlights the newest updates to the software. Or, check the Customer Portal for updates. The Customer Portal always has the most-recent version, along with the update notes.
If you are a current Select or Professional user but your AMP has expired, you will need to renew before you can install this update. Contact your Sales Representative for an invoice:
800-880-3454 ext. 304