Adding A New Family
Select the "New Family" Option from the menu.
Enter the Person / Family details. Certain fields are highlighted below.
Nickname - When a nickname is entered, it will be the primary name displayed throughout. A Name search will check BOTH Nickname and First Name but results display the nickname.
Connection Status - The accuracy of this field is critical within Grace. It indicates their level of involvement and controls the communications they receive. (NOTE: These will be reviewed and updated after implementation. Changes will be announced when finalized.)
Birthdate / Grade - For Kids and Students, this field controls their ability to check-in on the weekends. The Grade is only available for entry when entering a Child record.
Campus - Select the FAMILY campus affiliation.
For each new person, add their contact information.
Enter any attributes needed for each person being added.
Before saving, Rock will check for possible duplicate people. If a possibility is identified, the following screen is displayed. Select to or opt to .