Families
In Unisoft, a contact's family is not data to be entered separately. It is automatically inferred from the family relationships you enter on the profiles: spouse, parent, child, sibling.
So you don't have to create or maintain anything "extra": just maintain the contact profiles well, and the Unisoft ecosystem naturally considers the right people as the same household.
What the family enables, once the relationships are in place
When you enter the relationships between members of the same household, Unisoft uses them in several modules:
| Usage | Concrete benefit |
|---|---|
| Tax receipts | Issuance of a common receipt within a household |
| Sends & campaigns | A single mail or email per household rather than one per person |
| Searches & segments | Target, for example, "households who donated more than €500 this year" |
| Visualization | The Family tree displayed on the contact's profile (left column) is built from these relationships |
| Hazkara reminders | For a deceased, the relatives to notify are automatically the contacts linked by a family relationship |
How to compose a household
- 1
Open the first contact's profile
For example the head of household: David Cohen.
- 2
Go to the Relations tab
See Relations tab for the detail of available types (spouse, parent, child, sibling, etc.).
- 3
Add each household member as a relation
- Spouse: Sarah Cohen as spouse.
- Children: Yossi Cohen and Esther Cohen as children.
- Reverse relationships (child → parent, spouse → spouse) must be explicitly added on each relevant profile — see the reminder in the Relations page.
- 4
That's it
You don't have to do anything else. Unisoft now considers these contacts as belonging to the same household and treats them as such in all modules.
Going further
- Relations tab — the place where you structure a household
- Understand a contact — overview of the data model
- The contact profile — where to find the family tree of each contact