Editing the Family Record

The Edit Family window gives you access to important information that applies to the whole family. With this window, you can easily update the Family Status, set or confirm the Primary and Secondary contacts for the family, and manage the family addresses; all in one place. You can also change the family photo from this window, so everything stays current and accurate.

To access the Edit Family window, click the Edit link near the top of the Family Record.

The Edit Family Window displays.

Other things that you can do from this screen include:

• Add a new Member
• Access a Member's page
• Edit a Member's information
• Delete a Member
• Indicate each member's notification preferences

Primary and Secondary Contact

You’ll want to identify a Primary Contact for every family in your ChMS database. This is the person who’s typically viewed as the Head of Household, or the one who reaches out to the parish most often. In other words, the Primary Contact is the member from whom the family name is derived.

The Secondary Contact is typically the spouse of the Primary Contact. When you make a selection, the Family Name will be shown with the & Secondary Contact’s first name appended to it. Having a Secondary Contact isn’t required.