Households and Families, Unified in One Contact Record

Group contacts into households with a shared, synced address, family-aware salutations, an interactive genealogy family tree, and giving reports built for churches, nonprofits, schools, and alumni associations.

The problem

Odoo Contacts treats every person as a standalone record, so spouses and children get duplicate addresses, one home receives three separate mailings, and donation reports double-count what a single family gave. Staff spend hours manually deduplicating contacts, fixing envelope names by hand, and tracking down which child belongs to which household.

The solution

Group related contacts into a single household with one synced address, automatic family-aware display names, and ready-made salutation presets. Donor segmentation, household-level giving reports, an interactive family tree, and a self-service portal complete the picture — without losing each member’s own individual record.

Capabilities

Everything a family-first contact database needs

Every capability below is implemented in the module.

01

Household Grouping & Synced Address

Group any number of contacts into a household with one shared, synced address. A visible sync-status badge on every member shows at a glance whether their address is inherited or overridden.

02

Family Names & Salutation Presets

Household display names compute automatically (“The Smith Family”), and ready-made salutation presets for churches, nonprofits, schools, and alumni associations give staff a correctly-addressed greeting on day one, with per-family overrides.

03

Full Relationship Taxonomy

Record spouse, parent, child, sibling, grandparent, and other relationship types once; the app automatically creates the reciprocal link on the other member, so the family graph always stays consistent.

04

Interactive Family Tree

An in-app multi-generation family tree visualizes every household’s genealogy, with vital and genealogy fields (birth and death dates, blood group, native place) attached to each member.

05

Printable Family Tree Report

Export a clean, printable PDF lineage report for any household member, complete with an auto-generated index — ready to hand to family historians or keep on file.

06

Donor Segmentation & Giving Reports

Classify households as donor, member, or constituent, log contributions per household, and roll them up into pivot and graph reports so no family’s giving is double- or under-counted.

07

Guided Setup Wizard

A step-by-step setup wizard walks staff through creating a household and adding its members, so the workflow reads as user tasks, not system fields.

08

Bulk Member Management

A dedicated Family Members list lets staff review, filter, and bulk-update every contact’s household, role, and relationships from one screen instead of editing records one at a time.

09

Portal Self-Service

Members log into the customer portal to view their household, address, relationships, and giving history from any device, read-only and mobile-responsive.

Workflow

How it works

1

Create a Household

Add a household record and pick an organization-type salutation preset (church, nonprofit, school, alumni) as your starting point.

2

Add Members

Link existing contacts or create new ones with the guided setup wizard; addresses sync automatically and roles (Primary, Spouse, Child, Dependent) are assigned.

3

Map Relationships

Record how members relate to each other; reciprocal links are created automatically and the family tree updates in real time.

4

Report & Engage

Track household-level giving, print a family tree PDF, and let members check their own details through the portal.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

It works alongside Contacts. Every household member stays a full contact record with its own individual life events, roles, and history; the app adds a household layer on top, so nothing you already track is lost.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Household Family Contact Management

Household grouping with synced addresses, salutation presets, a full relationship taxonomy, an interactive family tree and household giving reports — with portal self-service for members.

Buy on Odoo App Store