The Family Record

Add a Family

• Even if you are only adding a single person, you must first add a Family record for them.
• Click the + Add Family button.
• First, a window will pop up where you must choose one of the Family Categories from the pop-up window (e.g. Members or Visitors or a custom category) and click the OK:
  
  
  
  If needed, click the Add/Edit Family Categories button in the bottom left to Add New Categories or edit existing category names, codes, or colors.

  Note:
  Once you select a category, you will have the option of saving that Category as the default Category for new Families by checking the box that appears. This setting is specific to each of your Users and can be changed at any time in Membership Settings.
  

• Then you will fill out the Family Record Fields, staring with the Mailing Label field. Enter the family name as you would like it to appear on Labels.

  Examples:

  Mr. and Mrs. William Smith

  Ms. Joan Thomas

  Casey and Dana Miller

  The Jones Family

• Continue to enter the rest of the Family Record Fields information on each of the Family information tabs.
• You must click the Add button to enter the Addresses.
• When you have finished entering Family information, then you are ready to click the Add an Individual button and fill out the Individual Record Fields.

Caution!

Deleting a family permanently removes that family’s records from your database. Once you delete a family, there is no way to recover the information it contained. If the individuals in the family have left your organization, you may want to complete the Make Family Inactive procedure instead.

Delete a family and all individuals within the family

• Make sure that the correct family record appears on the screen.
• Click — Delete Family.
• Church Windows will show a confirmation screen:
  
  

• If you are sure you'd like to delete this family, click to mark the Check here to confirm the deletion, then click OK box, then click OK.

Note:
Church Windows will not allow a record to be deleted if there has ever been any giving credited to that individual (or family) in the Donations Module, therefore if a donor terminates their membership, you must either Inactivate Records or Make Family Inactive if you wish to remove them from the active data.

Again, keep in mind that it is not necessary to "delete" a person to keep them from appearing on reports or labels. If a person who passes away or leaves the Church is deleted as soon as they leave, then you will not be able to use Church Windows to create your end-of-the-year reports that need to know how many people left the Church during the year. A better way to remove these people from your system is to Inactivate Records by giving them a checkmark in the Inactive field and a code in the Inactive Reason field.

• Print

If you would like to print information for this family only, for example you'd like just one quick label, then click the small printer button that appears to the right of the add and delete family buttons:


• Clicking this Print button will give you three choices: Report, Labels, or Email.
• Each will take you to the respective settings options.
• Once you have made all of your desired selections, either:
  • Click Print to view a Print Preview and then proceed in sending the report or labels to your printer
  • Click Export to save the file
  • Click Send Email
• Map Address

This will take you to the internet to Create Maps from Addresses for the Family or Individual using any of the addresses in their record.

• Copy Address

The Copy Address button allows you to copy any of the addresses for the Family or Individual to paste into another location, document, or application on your computer.