home

MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailMinistryPlatform

Households or Families

Related Records

An overview of the other records in MinistryPlatform that relate to the Household record.

There are several records related to the Household record. With the appropriate Security Roles, you can see these on the tabs in the Household record.

  • Contacts: To record a home phone, address, and primary Congregation, a Contact record must belong to a Household record. Some applications, like Check-In and the Add/Edit Family Tool, do not display Contacts unless they are associated with a Household record. You can view a collection of Contacts that belong to a Household in an open Contact record on the Primary Family tab and in an open Household record on the Household Members tab.
  • Addresses: A single Address record is attached to a Household record. You'll find all Address records in the Lookup Values folder. Generally, an address is associated with only one Household, but this is not a requirement. To see Households that use a specific address, go to Lookup Values > Addresses, open the Address record, and click the Households tab.
  • Household Care Log: When you enter a Household Care Log entry for a family, the record displays in the Care Log tab of the Household. To view all Household Care Log entries, go to Care Cases > Household Care Log.
  • Other Households: Occasionally, you need to relate a Contact to more than one Household. For example, you need to relate non-custodial parents in a different Household to the child's Household for Check-In Kiosk search, Classroom Manager permitted guardians, and/or communication purposes. You can relate one Household to another on the Other Households tab of a Contact record. View Household Types under System Lookups > Household Types.

Associate a Contact with Other Households

Indicate a connection between a Contact and multiple Household records.

A Contact must belong to one Household (their "primary family"), but you may want to associate them with other Households. For example, this helps to accommodate check-in by separated parents or other family members like grandparents.

Note: To move family members to a separate Household, use the Split Household Tool.
  1. In the Advanced menu, click Contacts.
  2. Click the Contact record you want to associate with multiple Households.
    The child of divorced parents.
  3. From the Other Households tab, click New Other Household.
    Tip: You may have to click the three vertical dotsat the end of the list of tabs to find the Other Households tab.
  4. Enter the corresponding information. Required fields are marked with an asterisk (*).
    Note: For the Household to display for this Contact in Check-In Suite, the Household Type must match the Household Type you have set for CIM, ShowsInCheckinHHTypeID. For more information on this setting, see Check-In Suite Settings.
  5. Click Save.

Mass Update Household Records

Update multiple Household records at once in MinistryPlatform.

  • You must have the appropriate Security Role to do this.

You might mass update Household records that have moved, leaving one congregation for another.

  1. In the Advanced menu, click Households.
  2. Select the Households you want to update.
  3. From the Actions menu, select Assign.
  4. Select the check boxes for the fields you want to update and enter the appropriate information, such as the Congregation/Parish field.
  5. Click Assign.
    A confirmation dialog box displays all the information you're about to update.
  6. Click OK.

The selected Household records you selected are updated with the information you provided.

MinistryPlatform

Last updated: July 29, 2024