How to view or update a family's record
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Click Family List.
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If necessary, select the organization.
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(optional) In the search field, type the name of the family whose information you want to view. Then, click
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Select the link for the family whose record you want to view. The family's current information is displayed. For example:
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The form is in read-only mode. To update the record Click Edit Details.
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If your organization does not own the family record, you are permitted to edit the fields with red text labels only.
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If you need to edit family details for a family that is owned by another organization: To change the address, check the registered box → Save → click Edit Details → make changes to the family details → Save → click Edit Details → uncheck the registered box.)
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Update the information on the Family Information and Notes tabs as desired.
Only staff with Edit/View Pastoral Notes permissions enabled in their records can view entries in the Pastoral section on the Notes tab.
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Click one of the following: Save, Save & Close, Close, or Cancel.
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