Family Tag Maintenance
Family Tag Maintenance is used to "tag" groups of family records.
IN THIS ARTICLE:
Creating A New Family Tag
Click on Families via the top navigation bar, select Family Tag Maintenance, then click New.
A Family Tag Maintenance pop-up box will appear. Type your desired Tag Name, then click Save.
Adding Families To the Family Tag
You can add families to the Family Tag through the Family Tag Maintenance or within the Family Record.
If you want to "tag" a family through Family Tag Maintenance, do the following:
Go to Families > Family Tag Maintenance and click on the Tag Name.
This will open a screen to allow you to add families. Begin entering the last name of a family, or type the family's budget number and a drop-down list of names will appear. Select the correct family from the drop-down, then click Add.
If you want to "tag" a family through the Family Record, do the following:
A Family Tag Maintenance box will pop up. Clicking on the drop-down will display a list your current Family Tags. Select the appropriate Family Tag and hit Save.
Send Message
To send a message to all families in your family tags, check the box next to the Tag Name heading.
To send a message to one family tag or multiple family tags, first check the boxes next to the tag name, then select Send Message.
Download
The boxes as described in the Send Message section above will work in the same manner for Downloading. The only difference is that you'll want to select Download rather than Send Message.
After you click Download, a pop-up box will appear. The default name of the download will be "Family Tags". You have the option to rename the file prior to actually downloading it.
