Household-level reporting and easier household management
KK
The user wants to run reports based on combined household giving, rather than individual donor transactions.
Currently, households can only be filtered in the Contacts tab, and there is no easy way to aggregate transactions across household members for reporting. This makes it difficult to group donors by giving levels (for example $100–499, $500–999, $1,000+) using household totals.
Because the organization has been growing, the user does not always know who belongs in the same household. Some household members have different last names or donate separately, which makes manual tracking cumbersome.
Improved household management and household-level reporting would make donor recognition and reporting significantly easier.
Log In
l
lori
We just are migrating to GiveButter, and this is a MAJOR DEAL BREAKER --- we must be able to handle our donors as households --- both on the communications end and the $$$ end.
Any indication of when this will be possible?
C
Clara Barnes
I also want individuals in households to be hyperlinked. If I have one household contact record open, I want to be able to click on the other household member and go straight to their contact. Instead, Givebutter requires the user to search contacts again for the other household member.
D
David Oaks
Just switched to Givebutter and ready to send out a print mail piece and learn that we cannot download a household list for our mailout. OMG! We are blown away and depressed that we went to the trouble to change over from Bloomerang. We are sick... Changing CRM's is such a big deal... here we go again.
A
Andrew Cook
The vast majority of our donor relationships are with households -- where we may interact with one or other spouse, and receive donations from both or either. Without easily being able to see a history of combined donations by household, much of Givebutter's at-a-glance and reporting functionality is considerably less useful (or worse -- confusing). Adding a report of giving by household would be a good start. Adding a dashboard option to see giving by household would be great.
K
Kristina Bostick
This is so key and has kept me from going all the way in with Givebutter. Who has the discretionary income? Older Married folks. Who might be more old fashioned and want to be addressed as a couple rather than individuals - older married folks. As it stands if I were to run a LYBUNT query, I'd be reaching out to lots of people who's households already gave but they aren't marked primary - super embarrassing.
M
Melanie Muckle
Householding is key to our fundraising - we always want to acknowledge the household instead of the individual in communications.