All Collections
Contacts
Relationships
How do I add family members?
How do I add family members?

Shows how to add family members such as a wife, husband, son, daugther, or any other relationship to an existing family.

Updated over a week ago

You will need the Limited Write People permission to perform this action.


Edit Family

To add new members to an existing person's family, navigate to the person's profile and click the tab labeled "Relationships" then select the "Edit Household" button

The Editing Family pop-up will appear. Select inside the box and type the name of another member to add a family member. If they are not in the database already, you can add them at that point.

Indicate the relationship of the new member by choosing from the options
-Adult

-Spouse
-Child
-Grandparent
-Head of Household

Also,

  • Click on the profile image to change the family manager.

  • The two family members with Heart icons are married/in a relationship.

Tip: If the person being added is currently part of a family with more than one member, a message will appear informing you that the person will be removed from the existing family and added to this one. You can click on the "info" icon to view the members of that family. The person marked with the star is the family manager.

**If the person being added is the only member on their current family, that family will automatically be deleted before being added to the new one.


Did this answer your question?