We are in the process of reconfiguring our RE installation and in the process we are trying to learn how to get the data out. Here’s the scenario: Have two married constituents and a trust. The two constituents are linked as spouses. The husband is checked as Head of Household. There is a relationship...

Hi... just wanted to thank you both for the excellent suggestions and help! After a bit of testing we realized that the list was only selecting one person of the married couple in some cases due to some legacy soft credit issues. Once we found this we suddenly understood that RE was (of course) doing...

Thomas, When you say export, is this through export function or are you exporting off the query window? And when you say " using head of household only" you are using the option on the export general tab - head of household processing? Just trying to make sure we're meaning the same thing...

We're baffled here. We have a number of records where the head of household is very clearly not getting exported as the constituent... It's grabbing the spouse. We have no idea why. Example: ConstituentID 100 = "Bob"... he's the head of household in the relationship screen. ConstituentID...

Hi there, I'm about to work on queries to pull up the mailing list for this year's Holiday Direct Mail. But with every Direct Mail, we always have issues with multiple donors that share the same address. We don't want to send multiple letters to the same family. It looks rather bad when the...

I am trying to export only those marked head of household for our table captains who attend our events. The problem is I cannot find head of house hold or only export head of household anywhere in the participant query or export. If there is a way to work around this in a constituent export I would...

I assuming you are processing your mailing list through RE Mail. If your using Export then this may/may not apply I would think you will want to use "Mail only to constituents marked Head of Household". You will need the 'with spouse addressee' field on the head of household record...

I sent an appeal to anyone who hadn't given to anything in the last last 10 years, using head of household processing. We received a check from the wife (non-head-of-household) and saw that she DID have gifts on her record from the past 10 years. Since the gifts were given before she and her husband...

Our organization currently creates two records for the husband and wife if their individual relationship with the organization is different. For example, say the husband is a Board Member and the wife is volunteer. The husband will have a record that links to the wife, the husband is head of household...

Recently I did export of few queries for direct mail and selected export only Head of household (this is standard procedure). Today I was told that we received few responses where spouse received mailing and spouse was not marked as HOH ! Spouse was on initial query used for export (because she satisfy...