To edit a family, click the ti ti-pencil button in the upper-right corner of the Family section of the Person Profile. This will take you to the screen pictured below.

Each of the areas noted above are discussed in greater detail below.

Overview Section

The top section of the page allows you to edit the family's name, campus and record status. The family name is used as a title for the family.

Since a person is tied to a campus through the family unit, this is where you would change the campus for all members of a family. If you only have one campus, then the Campus field won't be visible.

While the Record Status is typically set on a specific person, we know you’ll sometimes need to change it for a whole family at once. When you mark the family Inactive, you’ll be asked to provide a reason. Like inactivating an individual, this helps the organization understand why groups of people are leaving and helps the next person who looks at this specific record understand why this change was made.

Keep in mind that marking the family Inactive will also inactivate each member of the family. The individuals in the family will also be made Inactive in any groups to which they belong.

Family Members Section

The next section allows you to manage the members of the family. To add a new person to the family, click the Add Person button in the header. This will allow you to either select a person who's already in the database (say you're building a blended family) or add a new person (common if you're adding a new baby).

You can also move a family member to a new family. This is commonly done by some organizations when a child turns 18. We’ll discuss this more in the Recommendations for Life Events section.

When you add an existing person to a family, you’re given the option of removing them from other families. If this is a blended family situation with joint custody, you’ll probably want to keep them in their current families. But, if the child is transitioning families, you’ll most likely want to remove them from the first one.

When an existing person is a member of more than one family a small delete button will appear, which allows you to remove them from the family.

Addresses Section

This final section lists all the current and past addresses for a family. Several different address types can be attached to a family. Ask your administrator for help with adding new address types if needed.

When a family moves, it may be tempting to simply change the home address and save the record. Instead, you should click the Family Moved button. This will automatically move the home address to a previous address and start a new home address for you. Having a previous address is very helpful. When someone moves there’s a period of transition when both addresses could be floating around (online form submissions, checks, etc.) Having both addresses in the system helps staff understand the transition. This also helps reduce the chance that someone would change the new address back to the old. Trust us, it happens!