This sounds like exactly what we need for our organization. However, when I tried to install it from that app exchange link, it didn’t work. I got all the way through to the Salesforce login and then it finally told me “Package Not Found. The requested package does not exist or has been deleted. Please contact the package publisher for assistance. If this is a recently uploaded package, please try again soon.”

That happened a couple times. Is there another way to get this?

Thanks,
Graham

Contacts without Households can be a problem. My current best practice is to create a Household for every Contact. With my data entry form, it’s all done automatically, so no real overhead there.

I have a customer who decided not to create a household for all their Contacts who are business members, so during the appeal process they have two Campaigns, one for individual donors where the Household info is used, and onther where Account info is used. A bit cumbersome, but I think the best way to handle the problem of trying to do B2B and B2C at the same time.

I’ll post the code in the next couple minutes.

Sounds cool. I’d like to look at the code, if for no other reason than to learn from it. (I’m not using your householding setup for my current client, but might use it for others, and might adapt this feature to a different structure.)

One question: how do you address the letters to the household name? I assume that’s stored in the Household object, and I also assume that some of the contacts in your campaign aren’t part of a household? Since SFDC only lets you do inner joins in the report builder, I don’t see how you’d do this without using the API or some other fancydancing. Are you redundantly storing the household name in the contact as well? I’d be curious how you make this happen.

Thanks!
Matthew