Refer to the following tables for descriptions of the fields on the Family Details form. An asterisk (*) indicates required information.
Some of the dropdown lists contain many options, which are presented in alphabetical order. To quickly find the option you want, type the first few letters of the option into the field. As you type, options matching the letters appear in the list. When you see the option you want, select it and press Enter.
To make changes to your family's information, you must put the Family Details form in edit mode by clicking
Family Information
Field |
Description |
| Family Photo |
If the family added a photo to their record, the photo appears next to their name. If a placeholder photo is shown, it means that the family did not add a photo to their record. For instructions on adding a family photo, go to Add and Delete a Photo. |
| Church of Registration | Shows the name of the church in which the family is registered. |
| Modified On | Shows the date and time when the record was last modified. |
| Last Name* | Last name for the family record. |
| First Name(s) * | First names of the primary adults in the household. If your family consists of a husband and wife, type both names separated by the word "and". For example, Bryan and Melissa. |
| Email Address | Family's email address. |
| Primary Phone | Family's primary phone number. |
| Emergency Phone | Family primary emergency phone number. |
| Emergency Ph. Desc. | Description of the family's primary emergency phone number. For example, "My son, Michael's cell phone." |
| Envelope # | Envelope number assigned to the family. |
Address
Field |
Description |
Primary Address | |
| Primary Address | From the dropdown, select one of the following options to indicate which address serves as the family's primary address: Home Address, Mailing Address, Other Address. |
Home and Mailing Tabs | |
| Country | The system defaults the country selection to the match the country of the logged-in user's organization. To change the country, select the desired name from the dropdown list. |
| Postal Code |
If a postal code is required for the selected country where the home or mailing address is located, do one of the following:
The Postal Code search button After you enter the postal code, the system automatically populates the City and State/Region fields. To remove the postal code along with the Plus 4, City, State/Region, and Country values for a selected address on the Home, Mailing, and Other sub-tabs, click |
| Address Line 1 | House or residence number and street name. |
| Address Line 2 | Extra information to identify the address you entered for Address Line 1. For example, apartment number, floor number, suite number. |
| City | City name (system-generated). The system uses the value entered in the Postal Code field to generate the city name. If more than one city is associated with the postal code entered, a dropdown list is displayed from which you can select the right city. |
| State/Region | State or region name (system generated). The system uses the value entered in the Postal Code field to generate the name of the state or region. |
Other Tab (if Other is selected for Primary Address) | |
| Valid From | Date range the family resides at the "other" address. Enter a date in mm/dd format. You can add these (snowbird) dates to your list of schedule exceptions in your ministry preferences record. |
| Country | Select the county for the "other" address from the dropdown list. |
| Postal Code |
If a postal code is required for the selected country where the "other" address is located, do one of the following:
The Postal Code search button After you enter the postal code, the system automatically populates the City and State/Region fields. To remove the postal code along with the Plus 4, City, State/Region, and Country values for a selected address on the Home, Mailing, and Other sub tabs, click |
| Address Line 1 | House or residence number and street name. |
| Address Line 2 | Extra information to identify the address you entered for Address Line 1. For example, apartment number, floor number, suite number. |
| City | City name (system-generated). The system uses the value entered in the Postal Code field to generate the city name. If more than one city is associated with the postal code entered, a dropdown list is displayed from which you can select the right city. |
| State/Region | State or region name (system generated). The system uses the value entered in the Postal Code field to generate the name of the state or region. |
to put the form in edit mode.Options to Publish Personal Information
Field |
Description |
| Send Mail |
Checkbox control indicates whether or not the family wants to give the organization permission to send mail to their home:
|
| Publish Phone |
Checkbox control indicates whether or not the family wants their phone number to appear in church publications (for example, Pictorial Directory and Parish Directory report):
|
| Publish Email |
Checkbox control indicates whether or not the family wants their email address to appear in church publications (for example, Pictorial Directory and Parish Directory report):
|
| Publish Address |
Checkbox control indicates whether or not the family wants their home address to appear in church publications (for example, Pictorial Directory and Parish Directory report):
|
| Publish Photo for Pictorial Directory |
Checkbox control indicates whether or not the family wants their family photo to appear in church publications (for example, Pictorial Directory and Parish Directory report):
|
Updated