Page Comparison

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1. Parent Customer: Company Customer Type: "Smith Household"
   
   1. Sub-customer: Individual Customer Type: "Bill Smith"
   2. Sub-customer: Individual Customer Type: "Jane Smith"
   3. Sub-customer: Company Customer Type: "Smith Family Foundation"
   4. Sub-customer: Company Customer Type: "Smith Enterprises LLC"
      
      1. Often the company should not be included as a sub-customer of the household because it usually isn't exclusively associated with the household
   5. Sub-customer: Company Customer Type: "Bill Smith Donor Advised Fund"

Transactions booked at the sub-customer level will be aggregated automatically at the parent customer level.

Sample Householding Procedures

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Managing for Duplicate Mailings

A household container is ALWAY ALWAYS created for every constituent.
All contact management records are recorded at the household level, never at the constituent level.
When a constituent is merged with another into a new housholdhousehold:

1. Merge constituent 1 and household 1.
2. Merge constituent 2 and household 2.
3. Create a new household container and add constituents 1 & 2 as sub customers.

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