Fields on the Family Details Form

Field

Description

Last Name *

Last name for the family record.

First Name(s) *

First names of the primary adults in the household. If your family consists of a husband and wife, type both names separated by the word "and". For example, Bryan and Melissa.

Email Address

Family's email address.

Primary Phone

Family's main phone number.

Emergency Phone

Family's primary emergency phone number.

Emer. Ph. Desc.

Description of the family's primary emergency phone number. For example, "My son Martin's cell phone".

Field

Description

Send Mail

Checkbox control indicates whether or not you want to give the organization permission to send mail to your home:

• Select the checkbox to indicate that the family gives permission to have mail sent to their home.

• Deselect the checkbox box to indicate that the family does not give permission to have mail sent to their home.

Publish Phone

Checkbox control indicates whether or not the family wants the phone number to appear in church publications (for example, Pictorial Directory):

• Select the checkbox to indicate that the family gives permission to publish the phone number.

• Deselect the checkbox box to indicate that the family does not want the phone number published.

Publish Email

Checkbox control indicates whether or not the family wants the email address to appear in church publications (for example, Pictorial Directory and Parish Directory report):

• Select the checkbox to indicate that the family gives permission to publish the email address.

• Deselect the checkbox box to indicate that the family does not want the email address published.

Publish Address

Checkbox control indicates whether or not the family wants the address to appear in church publications (for example, Pictorial Directory):

• Select the checkbox to indicate that the family gives permission to publish the address.

• Deselect the checkbox box to indicate that the family does not want the address published.

Publish Photo for Pictorial Directory

Checkbox control indicates whether or not the family wants the family photo to appear in the Pictorial Directory:

• Select the checkbox to indicate that the family gives permission to publish the family photo.

• Deselect the checkbox box to indicate that the family does not want the family photo published.

Field

Description

Primary Address

Primary Address

From the dropdown, select one of the following options to indicate which address serves as the family's primary address: Home Address, Mailing Address, Other Address.

Home  and Mailing Tabs

Country

The system defaults the country selection to the match the country of the logged-in user's organization. To change the country, select the desired name from the dropdown list.

Postal Code

If a postal code is required for the selected country where the home or mailing address is located, do one of the following:

• Type the postal code in the field. The Postal Code field has character limits, based on the country selected:

1. • United States: five-character limit. A complete nine-digit postal code includes four additional digits (ZIP + 4).

   • Canada: six-character limit.

   • All other countries: variable length; 250-character limit.

• Click (Postal Code search button) to find the postal code.

The Postal Code search button is visible only if the form is in edit mode. Click to put the form in edit mode.

After you enter the postal code, the system automatically populates the City and State/Region fields.

To remove the postal code along with the Plus 4, City, State/Region and Country values for a selected address on the Home, Mailing, and Other subtabs, click (Delete). You must be in edit mode to remove these elements of the address.

Address Line 1

House or residence number and street name

Address Line 2

Extra information to identify the address you entered for Address Line 1. For example, apartment number, floor number, suite number.

City

System-supplied city name based on the value entered in the Postal Code field. If more than one city is associated with the postal code, you can select the right city from the dropdown list.

State/Region

System-supplied state or region name based on the value entered in the Postal Code field.

Phone Number

Main telephone number.

Other Tab (if Other is selected for Primary Address)

Valid From

Date range the family resides at the "other" address. Enter a date in mm/dd format.  You can add these (snowbird) dates to your list of schedule exceptions in your ministry preferences record.

Postal Code

If a postal code is required for the selected country where the home or mailing address is located, do one of the following:

• Type the postal code in the field. The Postal Code field has character limits, based on the country selected:

1. • United States: five-character limit. A complete nine-digit postal code includes four additional digits (ZIP + 4).

   • Canada: six-character limit.

   • All other countries: variable length; 250-character limit.

• Click (Postal Code search button) to find the postal code.

The Postal Code search button is visible only if the form is in edit mode.

After you enter the postal code, the system automatically populates the City and State/Region fields.

To remove the postal code along with the Plus 4, City, State/Region and Country values for a selected address on the Home, Mailing, and Other subtabs, click (Delete). You must be in edit mode to remove these elements of the address.

Address Line 1

House and residence number and street name of "other" address.

Address Line 2

Extra information to identify the address you entered for Address Line 1. For example, apartment number, floor number, suite number.

City

System-supplied city name based on the value entered in the Postal Code field. If more than one city is associated with the postal code, you can select the right city from the dropdown list.

State/Region

System-supplied state or region name based on the value entered in the Postal Code field.

Phone Number

Main telephone number.