PSFS Family Directory - Family List: How to view or update a family's record

How to view or update a family's record

  1. Click Family List.

  2. If necessary, select the organization.

  3. (optional) In the search field, type the name of the family whose information you want to view. Then, click .

  4. Select the link for the family whose record you want to view. The family's current information is displayed. For example:

  1. The form is in read-only mode. To update the record Click Edit Details

    • If your organization does not own the family record, you are permitted to edit the fields with red text labels only.

    • 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.)

    • 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.
  1. Click one of the following: Save, Save & Close, Close, or Cancel.



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