Need the option to run HOUSEHOLD queries/list/reports that automatically consider both HoH & spouse's data TOGETHER

We need the option to run queries/lists/reports with either individual constituent information OR household information. For example, if we're running a household query to see who are first time donors, we need the results to automatically consider both the head of household and the spouse's data. This way, if the husband only has one gift on his giving history, but he's not technically a new donor because his wife has several past gifts on her record, the query/list/report will exclude that household in a list of new donors.

  • Casey Hammons
  • Oct 22 2021
  • Attach files