Adding A New Family
Select the "New Family" Option from the menu.
Screen #1:
Enter the Person / Family details. Certain fields are highlighted below.
1. |
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. |
2. |
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.) |
3. |
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. |
5. |
Campus - Select the FAMILY campus affiliation. |
Screen #2:
For each new person, add their contact information.
Screen #3:
Enter any attributes needed for each person being added.
Screen #4:
Before saving, Rock will check for possible duplicate people. If a possibility is identified, the following screen is displayed. Select to or opt to
.