Edit Family Records
There are a few ways to edit a family record. Find out which way works best for you!
Using a Tool
You can open or select a Contact record, then edit their family information using the handy Add/Edit Family tool. When you launch the tool, the information that is common across the household displays at the top.
Below the household, information about each Contact in that household displays. You can edit any of the information available in the tool, then click Save to update the record.
Using the Tool without a Selection
You can also launch the Add/Edit Family tool without having a record open or selected.
Inside the tool, search using the last name for the household. The matching families display in the drop-down list as you type. Once you select a family from the list, their information displays in the tool for you to edit.
Edit from an Open Record
You can locate someone in the family, open their record, and either edit the record directly or use the Add/Edit Family tool to update the family's information.
- Go to the Contacts page in the navigation menu.
- Locate a member of the family.
- Click the member's name to open the Contact record.
- To edit something on the record, click Edit Record at the top. When you're finished, click Save at the top.
- Or, from the Tools menu, select Add/Edit Family Tool, and use the tool to update the family's information.