Add/Edit Family Tool
The Add/Edit Family Tool is your one-stop-shop to add new individuals to the Platform or edit information for existing individuals, whether you're at your desk or on the go.
- This tool creates or updates an individual's Contact, Household, and Participant records all at the same time.
- If configured, the address search to add and edit addresses autocompletes, which ensures accuracy.
- Alternate Addresses (think: snowbirds) can be added using the Alt Address tab. Note: Adding an alternate address does not create an Other Household record.
- You can opt to create a Donor record, but you can't edit Donor records in the Add/Edit Family Tool.
- Select the Heads are Married option to establish a "Married to" Relationship for the heads of household. Add "Parent Of" and "Child Of" relationships for heads of household and minor children.
- The Audit Log that tracks the information records any changes made with the Add/Edit Family Tool. For example, if you update an individual's email address through the tool, the Audit Log of that person's Contact record shows the change. The only exception is for addresses you create using the tool - those changes are recorded in the Audit Log of the Household's record. Updates to addresses made in the tool are recorded in the Audit Log of the Address record only.
- The Add/Edit Family Tool does not remove people from Households. See Split Households for additional information.
- The tool can be launched from a page or an open record. If you open the tool from a page, you'll need to search for the Family before you add it as a new one. It's a measure-twice-cut-once situation. Tip: The New Family button is only enabled after you press Enter on your search for an existing family.
- This tool is available on mobile, making it easy to update families in the moment.
Add/Edit Family Tool Configuration Settings
This tool relies on several configuration settings:
- COMMON, GoogleMapsAPIKey
- If enabled, allows the Household Address to autocomplete the Household Address. See Google Maps API Key for setup information.
- COMMON, defaultCongregationID
- The default Congregation assigned to the Household if no Congregation is selected.
- COMMON, HouseholdSourceID
- The default Household Source that will be assigned to a Household created by the tool if no Household Source is selected.
- COMMON, defaultParticipantType
- The default Participant Type that will be assigned to Participants created using the Add/Edit Family Tool if no Participant Type is selected.
- COMMON, DefaultCountryCode
- The default Country Code applied to any newly created Household if no Country is selected.
- COMMON, State
- The default State applied to any newly created Household if no State is selected.
- CORETOOLS, AgeGroupMemberRoleID
- The Group Role ID assigned to Participants added to an Age or Grade Group using the Add/Edit Family Tool.
- TOOLS, AgeGroupTypeID
- The value you defined in this configuration setting is used when presenting selections for the Age Group field in the tool.
Add or Edit a Family
Before you add someone new via the Add/Edit Family Tool, be sure to search for them by name or phone number in the tool to prevent duplicate contacts.
The information you entered is used to create or update the Household, Contact, and Participant records.