The user would like a toggle or setting that allows organizations to view the combined giving history of household members without merging or altering their individual contact profiles.
Currently, household members have separate contact profiles, which can make it difficult to track their collective contributions. For example, one spouse's profile may show their last donation in 2024, while their partner's profile contains more recent donations. This requires organizations to switch between profiles to review household giving and can create challenges when sending receipts or communicating with donors.
A joint-giving view would allow organizations to see the household's combined donation history while preserving each individual's profile and contact information.
Created by Johnna Eros Decena
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