Enter the family's primary diocesan number. You can configure the program to automatically assign IDs when adding new families. On the File menu, click Setup > ID Number Options. You can assign the same ID number to duplicate records, if needed.

Enter the envelope number used by the family at the local parish.

Select if the family is inactive. If selected, the family's record remains in the database, but it's ignored by the program during processing.

Select if the family is inactive at the parish. If this is selected but Inactive is not, then the diocese does not recognize the family as inactive.

Upload additional documents to support the information you've already entered.

Click Manage Parishes to add or change the primary parish or add another parish for this family. If you cleared the Force the use of Manage Parishes option in the Initial Setup window, you can select the parish/organization from the drop-down lists. But be careful, as changing the parish can affect synchronization.

Enter the date (MM/DD/YYYY) that the family registered at the parish, or click the calendar icon to select the date.

When a family is no longer active at one of your parishes, enter the date they left, or click the calendar icon to select a date. You can select Inactive as well.

Enter a description of the marital status of the family, such as "married" or "single". You can also use this field for additional information, such as "single parent", "major donor", and so on.

Select if the family receives a Diocesan newspaper. If applicable, you can also enter an expiration date in Exp Date.

Select if the family receives digital communication from the diocese. If applicable, you can also enter an expiration date in Exp Date.

Enter the address of the family residence. If the mailing address is different from the home address, enter it on the Mailing Addr. tab. If the family has an alternate address where they stay for part of the year, enter it on the Alternate Addr. tab, along with the active dates.

View a map for the address listed. The map displays an Internet mapping service. To select another map service, click Mapping Preferences at the top of the window. You must have an active Internet connection to use this feature.

Enter the city/state for the street address. This optional keyword field uses names from the City/State Names list. If the city/state name you enter is not in the keyword list, a dialog box displays where you can add it.

Enter the postal code. To view the CASS Certification information, click in this field. The Extra Information window displays. You can also view or edit the Delivery Point, Carrier Route, and Line of Travel information here.

Define a geographic area that you can use to group families in close proximity. This optional field can be useful if you want to organize neighborhood canvasing or if you just want to inform people of an upcoming event in their areas.

You can use any combination of numbers and letters. If you use numbers and letters, entry must be consistent or it can seem as though families are not sorted correctly when you print reports sorted by area. For example, if you define your geographic area with an alpha-numeric format, such as AB–12, then make sure you use that format consistently for all the family records within that geographic area.

Marks all of a family's addresses unlisted. This is a good way to make sure the addresses of people like police, judges, or celebrities are not published in reports or directories.

Select if the family does not prefer mail at the address.

Enter the family phone numbers. There is no limit on the number of phones you can enter. If applicable, you can enter up to six digits for an extension. You can select or add a description keyword to identify the phone number, such as "Home" or "Cell." Select Unl to indicate an unlisted number.

Enter the family's email address. You can add multiple email addresses and send an email to all listed email addresses. Select a description keyword to identify the phone number, such as "Personal" or "Office." Select Pref. if the family/individual prefers to receive email rather than mail, and select Unl to omit the email from reports created for external use.

Use this list to enter miscellaneous information that describes the family. You can select from the keywords that were set up in the family keyword lists, or you can add them. If you enter keywords that aren't included in the predefined list, the Not in the List dialog box displays. Use the add , delete , and reorder icons to manage keywords.