Head of Household

Lisa Hussain
Lisa Hussain
Seventh Anniversary Participant Facilitator 1 bbcon 2022 Attendee
in Blackbaud Altru® General Discussions

I would like to create a query to ensure the correct constituent is designated as the head of household. How can I go about setting this up?

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  • Bill Carey
    Bill Carey
    Tenth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Lisa Hussain
    You would want to make a new Constituent query and in the criteria include the line “Households Belonging To\\Is current is equal to Yes.” Then in the output include the Constituent Name and the field “Households Belonging To\\Is primary contact.” That field will be “Yes” if the person is the current head of household. Also include “Households Belonging To\\Household Constituent\\Name” in the output, then sort the query by “Households Belonging To\\Household Constituent\\Name” (ascending) and “Households Belonging To\\Is primary contact” (descending) so you will see all households in the results with the head of household listed first.

    Hope this helps!

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