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Adding a New Family

Shellie Lindfelt
  • Updated

Adding A New Family 

Select the "New Family" Option from the menu.

Screen #1:

Enter the Person / Family details.  Certain fields are highlighted below.

Add_New_Family.png

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 .