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Managing Families

This page covers on how you can manage Families in your Church.

On This Page

Creating Families

Creating Family (Method 1)

  • 1
    Click the “People” icon in the left navigation menu.
  • 2
    Click on the “Families” link.
  • 3
    Click on the “+ New” button in the upper right corner.
  • 4
    Enter the Family Name (i.e., Last Name or Surname) and static family information.
  • 5
    Begin typing the name of the contact to add them to the family.
  • 6
    Select the group(s) the family is to be associated with. Click on the “Save Family” button.

Creating Family (Method 2)

  • 1
    Click on the “People” icon in the left navigation menu. Click on the “People” link.
  • 2
    Click on “View” next to the name of the person that is to be the head of household.
  • 3
    Click on the “Families” tab and click the “Create Family from Contact” button.
  • 4
    On the Family screen enter the contact information for the family.
  • 5
    Select the group(s) the family is to be associated with. Click the “Save Family” button.

Add Family Member Roles

  • 1
    Click on the “People” icon in the left navigation menu. Click on the “People” link.
  • 2
    Click on “View” next to the name of the person you wish to edit.
  • 3
    Click on the “Families” tab and click the “Edit Roles” button.
  • 4
    Click on “New Role Association Type”
  • 5
    Type the name of the role and the order (top to bottom lowest to highest number) it should appear on the dropdown menu.

Edit Family

  • 1
    Click on the “People” icon in the left navigation menu. Click "Families” to access the family list.
  • 2
    Choose the family name that you would like to edit and click the “View” button.
  • 3
    Change the necessary details and click the “Save Family” button once done.

Remove Family member

  • 1
    Click on the “People” icon in the left navigation menu. Click "Families” to access the family list.
  • 2
    Choose the family name to which the person belongs and click the “View” button.
  • 3
    Each of the family members has an “x” icon, just click it to remove the member.
  • 4
    A pop-up window will appear to confirm the deletion of the family member.
  • 5
    Click "Yes" to confirm and click " Save Family" on the lower right side of the page.

Delete a Family

  • 1
    Click on the “People” icon in the left navigation menu. Click "Families” to access the family list.
  • 2
    Choose the family name to which the person belongs and click the “View” button.
  • 3
    Scroll down and click the “Delete” button on the lower right side of the page.