1. Create a constituent query of constituents whose spouse is marked as Head of Household with the following criteria: 
Spouse > Relationships > Individuals > This Individual Is The Head of Household equals Yes
AND Spouse > Relationships > Individuals > This Individual Is A Constituent equals Yes
AND Spouse > Relationships > Individuals > This Individual Is The Spouse Yes

2. Save this query as Spouse is HOH

3. Close the query. 

4. Create a second constituent query of constituents whose spouse is not marked as Head of Household with the following criteria: 
Spouse > Relationships > Individuals > This Individual Is The Head of Household equals No
AND Spouse > Relationships > Individuals > This Individual Is A Constituent equals Yes
AND Spouse > Relationships > Individuals > This Individual Is The Spouse Yes

5. Save this query as Spouse is not HOH

6. Close the query

7. Navigate to Config > Business Rules > User Defined Rules to create user-defined business rules to display the alert: 
 
Spouse is HOH rule:
  • Name: Spouse is HOH
  • Query: Spouse is HOH (from steps 1 and 2)
  • Message: Enter gifts here! The other spouse is not Head of Household. 
  • Check off Gifts at the bottom for this to run on Gift records directly. 

Spouse is not HOH rule:
  • Name: Spouse is not HOH
  • Query: Spouse is not HOH (from steps 4 and 5)
  • Message: Do not enter gifts here! The other spouse is Head of Household. 
  • Check off Gifts at the bottom for this to run on Gift records directly. 

Additional notes
  • This rule is designed to work only if the spouses are both constituents. If one spouse is a non-constituent, then the rule will not fire as Head of Household processing does not apply in this case. 
  • Be sure to test the queries and the rules. Your queries may need some other criteria beyond these examples based on how data is recorded in your Raiser's Edge.