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Contact No Household

 

As a best practice, Contacts should have a Household record. In fact, Contacts without Households are considered a data quality issue.

Data Health Report Card

The Customer Portal Report Card awards an A grade when less than 2% of your Contacts have also had activity in the Activity Log within the last 365 days.

Ways to Improve

Transfer Selection Tool

This tool has a Create Missing Records option. Click here for more information on the Transfer Selection tool. 

Views and Notifications

Views and Notifications can be created to find and remedy these Contact records.

Best Practice to Prevent Bad Data

Ensure to always use a tool to create new records - all of these tools will create the Contact & Household record:

  • Add/Edit Family
  • Add/Edit Company
  • Assign Participant
  • Assign Donor
  • Checkin Suite 
  • Batch Manager Tool
  • Portal

Ensure that when you remove a person from a Household (such as in the case of divorce) you use the transfer selection tool to create a Household for this individual. This can be done even if you do not have a new address for this individual.