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How do I manage Financial Households?

  • January 21, 2025
  • 9 replies
  • 182 views

Happie Pingol
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Follow these steps to create, edit, and maintain Financial Households from any contact record. 

 

Step 1: Open the Financial Household Drawer 

  1. Start on the EveryAction home page

  1. Open a contact record using the Search for a contact field on the upper right side. 

  1. In the About column, scroll to Financial Household

  1. Select the More arrow to expand the drawer. 

Tip: Use the Recently Viewed Contacts section and the name of your desired contact. 

 

Step 2: View or edit household details 

Inside the drawer, you’ll see: 

  • Household Members 

  • Acknowledgment details 

  • Salutations 

  • Envelope names 

  • Financial Household Address 

Select the pencil/arrow icon to edit any field. 

 

Step 3: Add members 

  1. Select Add Members

  1. Review suggested contacts (based on relationships or shared addresses). 

  1. Or search for any contact using the search bar. 

  1. Choose Save & Continue

  1. If prompted, decide whether to change the Primary Member

  1. Assign the relationship type. 

 

Step 4: Edit or remove members 

From the Members list, you can: 

  • Edit a relationship 

  • Change the Primary Member 

  • Remove a member 

All changes take effect immediately. 

 

Step 5: View combined household data 

  1. Look under the stat bar for the Financial Household View checkbox. 

  1. Turn it on to see combined: 

  • Activity 

  • Financial history 

  • Notes 

  1. Turn it off to return to the individual view. 

Tooltips indicate sections that do not support combined data. 

 

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9 replies

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  • First Timer
  • November 14, 2025

This does not in anyway show me what householding in lists does or can do. I need to create a list of donors with addresses, which can include contact record or financial household. 


peter ritcheson
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If you add the members of the Financial Household using the steps in this help document, you can export the results and, using the Standard Text Export Format, you can include both Home Address and the Financial Household Address as fields. 


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  • First Timer
  • November 14, 2025

To clarify- I need to make a “List” that has people who gave for an event, and I want it to include only contacts with addresses we can mail to- either financial households address or contacts with home address, but if the address is only appearing in their financial household it doesn’t show up when I filter for the address variables. I then would take this “List” to run a contribution acknowledgment report- to then mail merge the letters and labels all within EA -which creates documents for me to print. Yes, I could get the fields separately and mail merge separately. But then why wouldn’t it be possible as I describe it since it seems logical people would mail to households... I am also saying these steps are like using the word to define itself, examples of what these householding steps in lists does would be more beneficial, not just relisting what the householding drop down choices are. 


peter ritcheson
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Thank you for the clarification. The Contribution Acknowledgement Report uses the Financial Household Street Address as the default address for the Acknowledgement Address. If that doesn’t exist on the contact record, then it will default to the contact’s Preferred Street Address. So, as long as there is an address on the record, you will have an address for the mail merge

 

 

 


  • First Timer
  • November 19, 2025

We’re still using Every Action. I could add Relationships but where do we edit Financial Households now?


peter ritcheson
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@rocy You can find Financial Households in the contact record. It’s on the left hand side and will let you add or remove members from there. 

 


  • First Timer
  • November 20, 2025

Thank you Peter! I had a different view that’s why I was not seeing it, but my co-worker showed me where it’s at and now I remember! All good. Thank you!


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  • First Timer
  • December 16, 2025

OK- did ya’ll know this ridiculous fact- if you delete an address from a contact (or archive it) and run a list for export for a mail merge you get that address in the address field even if deleted? Like what? I need to export a list with address field because it can export the proper greetings as well, so no I can’t use the address report. 


torvic vardamis
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@chelsea Sorry for the delay here. I’ve had the opportunity to look at this and I haven’t been able to replicate this behavior. I’ve create a new record and deleted the address associated with that record and then performed a mail merge export and the address isn’t being displayed. Could you send in a support ticket with a few example EveryAction VAN IDs and also the name of the Mail Merge template that you’re using? Thanks.