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 information on how infoodle makes it's calculations.
- Infoodle will categorize a list of people into their households/organisations.
- For each household/organisation, infoodle checks if the person is male and in a married or defacto relationship. They are classed as a parent.
- If the person is a female and is married or in a defacto relationship, they are classed as a parent. If their surname is different to the males, it is kept. Otherwise their name is added to the first male parent.
- If no parent is identified, if there is a person in the household/organisation who is marked as a guardian they are assumed to be a parent.
- If no guardian is identified, infoodle searches for people in the household/organisation who are over 18. Their names are combined as in step 3, and are considered parent(s).
- If there are no people in the household/organisation over 18, any messages will be addressed to children under 18. In the case of siblings, their names would be combined in order to ensure one letter is sent per household.
And that's how it's done!
Note: Custom fields can be used to set Relationships. See Custom fields for more information.