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Household / Organisation
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Household / Organisation
14 Articles
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Exporting a Household/Organisation's details
Infoodle allows you to export lists and reports on all sorts of data! To export a report on a collection of Households/Organisations click here . Sometimes you may wish to export information about Groups . To export a Group's Details click here...
Households/Organisations and Advanced Search
Advanced Search is more comprehensive than standard Search . It can be used to Search through many different filters and categories in infoodle, including Households/Organisations. Click People on the Navigation bar/menu. Click Advance...
How People Are Ordered in a Household/Organisation
There are several markers that select the order people appear in the household in infoodle. Read on to find out how infoodle makes its calculations! Martial Status. This is a Custom Field . Guardian Status. Date of Birth. If step 1 and 2 ...
How infoodle Contacts a Household/Organisation
When using infoodle, you may need to send out messages to a group from time to time. When multiple household/organisation members belong to the same group, infoodle works to reduce the amount of messages sent out. Infoodle categorizes a list of ...
Adding a Household/Organisation
Households/Organisations help sort people into collections based on their living arrangements or affiliations. It is important to note that Households/Organisations are not the same as Groups . Click + on the Dashboard and select Add Person or...
Editing a Household/Organisation
Households/Organisations are an important structure in infoodle. There are many ways to change and customize these structures to help keep infoodle manageable. A Household/Organisation can be changed by accessing one member of the Household/Orga...
Reporting a Household/Organisation's Details
Reporting is a powerful tool in infoodle for finding information on Households/Organisations. Read on for information on generating reports for Households/Organisations. In the Reports section, select Household name as a criteria for a repor...
Adding a Person to a Household/Organisation
Occasionally you may need to add a new person to a Household or Organisation. Infoodle has various ways to do this, depending on the reason for the additional person. Read on for more information! Select an existing member of the Household/Organ...
Deleting a Household
Infoodle discourages deleting people from the system, as it will cause their history to be deleted as well. To remove a Household/Organisation, you have two options. Archive each person in the household/organisation. When Archiving a Person...
How infoodle Calculates a Household/Organisation
Households and Organisations are complex structures within infoodle. Infoodle uses algorithms to calculate how a Household/Organisation is constructed, to simplify tasks such as sending messages or generating reports. Read on to get informatio...
Moving a Household/Organisation to a new address
Occasionally a Household or Organisation you manage may move to a new address! Read on for information on how to change the address of a Household/Organisation. Select a person belonging to the household that needs to be moved. Click t...
Organisation View
Infoodle can be set up to present information under People and Households or Organisations. By and large Churches will use it one way and other organisations another. In Organisation View the members of the organisation appear under the 'Peo...
Splitting or Combining Households/Organisations
Occasionally a Household or Organisation you manage may need to be split or combined. This is done in the same way as adding or changing an address for a person except that now you are doing it for an organisation instead. Click here for more inst...
Searching for a Household/Organisation
Households/Organisations are a core structure for organizing people in infoodle. Read on to find out how to search for a Household/Organisation! A Household/Organisation can be located by using the Quick Search feature to find a person in that H...