Why households come first
A congregation bills a household and greets a person. The Rosen family pays one set of dues. Miriam Rosen and David Rosen each have their own birthday, their own email address, and their own yahrzeit observances to remember. So:- Households hold the shared things: the mailing address, the household phone, dues and payments, and the date the family joined.
- Members hold the personal things: name, Hebrew name, email, phone, birth date, and their role in the family.

Two ways to look at the same directory
The Members page can show you households or individuals. Same records, two lenses. Use the household view when you are thinking about a family: who lives at this address, what have they committed this year, who is the person to call. Use the individuals view when you are thinking about people: everyone with a birthday this month, everyone tagged for the choir, everyone whose email address is missing.The primary contact
Each household can name one of its members as the primary contact. This is the person you would call first, and the one who receives household correspondence. The primary contact has to be a member of that same household. You cannot name someone from another family.Household status is worked out for you
You do not set a household’s status. It is derived from the people in it, and it updates itself:- A household with at least one active member is active.
- Everything else is inactive. That includes an empty household, and one where every member has moved away or been marked inactive.
This is why you will never find a “mark this household inactive” control. Change the members, and the household follows.
