The family records are among the most important in the system. On a given form, you are to enter the following data elements:
Family Last Name: This is the name that the entire family is referred to by. Individual members, who have or use other last names will have those names recorded in their individual member records.
His Name: For a married couple, the name of the husband, or that of a single male individual.
Her Name: For a married couple, the name of the wife, or that of a single female individual.
Label Name: The full name as you want it to appear on the first line of a label or mailing address.
Address1 & 2: The street address, Apartment number, PO Box, etc required for mailings. This is the permanent address. See the alternate address form also.
City, State, and Zip: The permanent location. See the alternate address form also.
Telephone & e-Mail: The permanent location. See the alternate address form also.
Check Boxes:
Individual Pledge Only: Check ONLY if this is a record for an individual member created only to record activity against his/her individual pledge. For "family" pledges, this is not to be checked. Individuals with this check do not have a member record connected with this record, but do have a member record connected to their "family" record.
Mail List Only: Check ONLY for non-members to whom you send mailings. For example, members who have moved away, "friends of the church", local churches to whom you send your bulletin, etc.
Envelope User: This flag is set "on" when you assign an envelope number to a family. The number is not displayed on this record, but in the listing of envelope numbers (with the family name shown).
Financial Contributor: Is checked by the system for any family with gift of record this year.
Alternate Address: Indicates the family has an alternate address for some part of the year. This check is set when you create an alternate address record.
Hold All Mail: Temporary stop on all mailings. Causes the family to be ignored when a set of mailing labels is created.
Set Status to Inactive: The equivalent of deleting a family. However, you can't actually delete a record without deleting all the records related to it, such as donations, members, etc. Consequently, this causes a record to be treated as though it had been deleted. It will not appear in the Active Member form or labels.
To re-activate family records that are inactive, go to the Families & Members switchboard, and click on the button for "all" family records, then find the record and remove this check.
Command Buttons:
My Members: Selects members of this family and displays them on the Members form. Used to enter new records for family members.
Alternate Address: Brings up a form for entering alternate address information.
Financial Data: Brings up the Giver Summary Record for this family.
Remarks: There is a space for a limited amount of remarks to be included (typed in) on the family record.