Enforce or Guide Household Naming Conventions in Giving Hub
When Household Giving is enabled in the Giving Hub, donors have the option to give as a household by selecting a radio button and entering household information.
However, donors often do not know how to properly format the household name, which can lead to:
-Duplicate households
-Inconsistent naming conventions
-Data cleanliness challenges for staff
Suggested Enhancement:
Provide the ability to enforce or guide a standardized household naming format during entry
Examples of best practice formats:
-Last, First and First
-Last, First and Last, First (for different last names)
Possible Solutions:
-Add format guidance text near the input field
-Allow admins to define a required format or pattern
-Introduce validation or formatting rules before submission
Why This Matters:
-Improves data consistency and deduplication
-Reduces manual cleanup for staff
-Helps maintain cleaner household records over time
Mark Bejcek
shared this idea