This topic shows organization administrators how to add, change, and merge records in the lookup tables for the Family Directory module.
Note: 
Your ability to add new lookup values to a Family Directory lookup table is controlled by the diocese. If permissions to modify a table are blocked, a message is displayed to inform you that the table cannot be modified. In the table, you can see lookup values owned by your organization and the diocese, but the Add button is not available.
Family Directory Tables
The table below describes the lookup tables in the Family Directory group.
Table Name |
Description |
| Career Types | Jobs or careers. Assigned in Member Details. Examples: accountant, teacher, photographer. |
| Celebrants | Names of individuals who officiate at a ceremony, such as a wedding or baptism. Assigned in Member Details. Examples: Deacon Lawrence Adams and Reverend Father Buckley. |
| Ethnic Background | Race, nationality, and ethnic group. Assigned in Member Details. Examples: American Indian, African American, Cambodian. |
| Event Category | Categories of life events, milestones, and achievements a parish wants to track in the lives of its clergy and members. Examples: Background Screening, Baptism, Priest Education. |
| Faith of Baptism | Religious denominations in which members are baptized. Used in the baptismal record. Examples: Catholic, Lutheran, Orthodox Christian. |
| Family Group | Family-based memberships and affiliations. Assigned in Member Details. Examples: Catechist, Deceased, Visitor. |
| Language | Native languages. Assigned in Member Details. Examples: Spanish, Korean, Hungarian. |
| Member Education Level | Education levels of school attained and degrees completed. Assigned in Member Details. Examples: Grade 1, high school, Bachelors. |
| Member Strengths | Special skills, strengths, and talents. Assigned in Member Details. Examples: Analytical, Communication, Leader. |
| Religion | Religious denominations. Assigned in Member Details. Examples: Buddhist, Catholic, Orthodox Christian. |
| School | Names of schools members attend or graduate from. Assigned in Member Details. Examples: Cardinal Stritch, University of Michigan, Hiawatha. |
| Solicitation Group | Categories of giving levels and fundraising channels used in the appeal planning process. Assigned in Member Details from AIM Family Directory. Examples: $100, $1000, Direct Mail. |
| Staff Position Type | Roles or responsibilities held by a member in their organization. Assigned in Staff Details. Examples: Administrator, RE Director, Pastor. |
| Suffix | Group of letters placed after a member's full name to provide additional information, such as the person's position, education, or generation. Assigned in Member Details. Examples: Jr., M.D., Ph.D. |
| Title | Prefix placed before a member's name that is used to address the person formally. Assigned in Member Details. Examples: Judge, Mr., Professor. |
Adding a New Record to a Family Directory Lookup Table
To add a new record to the table, complete the following:
- Select the table you want to add a record to.
- In the toolbar, click
to open the Add Record window. - In the Description field, type a name for the record.
- Click
.
The record is added to the selected lookup table and the associated dropdown lists.
Editing a Lookup Table Record
- Select the table you want to edit.
- Click
to open the Edit Record window.
- Make the necessary changes to the lookup value.
- Click
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.
The lookup table and the associated dropdown list are updated with the change.
Reorganizing the List of Records
Use the Move record buttons in the toolbar to reorganize records in the list.
- Select one or more records.
- Click the buttons to relocate the records:
-
Moves selected records to top of the list (to the first position). -
Moves the selected records up the list one row at a time.
-
Moves the selected records down the list one row at a time.
-
Moves selected records to the bottom of the list (to the last position).
-
- To permanently save the new list order, click
Sorting the List of Records
You can sort the records in a table in alphabetic order or in numeric order by the value in the Lookup ID column.
To sort the list in alphabetic order from A to Z, click 
. Click the button again to sort the list in the reverse order.
To sort the list in numeric order by values in the Lookup ID column, click . Click the button again to sort the list in the reverse order.
Merging Records
- In the Tables panel, select the table that contains the records you want to merge.
- If you are allowed to merge a lookup value, its Merge button
is activated. To the left of the record you want to merge, click . - From the dropdown list in the Merge window, select the record you want to merge the original record with. Then, click
.
The system combines the two records into a single one and updates the lookup table to show the value resulting from the merge.
Updated