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RealmRealm AccountingMinistryPlatformGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Families

Edit Family Information

You can edit or add information to family records.

  1. On the Families tab, click Families > Primary Information.
  2. Locate the appropriate family.
  3. To insert a remark, click either the General or Confidential remarks tab, and enter your comments.
    Tip: You can protect remarks with a password so that only those authorized can view or edit them. On the Administration tab, click Users & Passwords. Under the Families program area, locate Confidential Fam Remarks, and select the security option you want for each user.
  4. To associate a keyword with the family, click the add icon green plus sign in the Family Keywords grid. Select a keyword from the drop-down list, or enter a new entry, press Enter, then click Add to the List.
  5. At the top, click Save.
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DioOffice

Last updated: October 29, 2024

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