Enter the family’s primary diocesan number. When adding new families, if so configured using Setup Options on the Setup/Admin tab, the program automatically assigns this number.
Select if the family is not active. The family’s record remains in the database, but they are ignored by the program during processing.
Enter the family’s name here.
Also Visible In
If you own and share data with other PDS office programs, changes to this record affect the matching record in the program indicated.
Enter the date (MM/DD/YYYY) the family registered, or click to select the date from a calendar.
Synchronize with Diocese
Select to include this family when you synchronize your data with the diocese.
Select the status of the family. Examples include Married, Couple, or Individual.
When a family is no longer a member of your church, enter the date they left, or click the calendar button to select a date. Select the Inactive check box as well.
Enter the address of the family residence. If the mailing address is different from the home address, enter it under Mailing Address in the Other Addresses section.
Click to view a map for the address listed. The map opens an Internet mapping service. To select another map service, click Mapping Preferences at the top of the window. You must have an active Internet connection to use this feature.
Addr Line 2
If a second line is required for the address, enter it here. If the family has a mailing address, such as a P.O. Box, enter it under Mailing Address in the Other Addresses section.
Enter the city/state for the street address. This is a keyword field and uses names from the City/State Names list. This field may be left blank. If the city/state name you enter is not in the keyword list, a dialog box displays where you can add it.
Enter the postal code. To view the CASS Certification information, click in this field. The Extra Information window opens. You can also view or edit the Delivery Point, Carrier Route, Line of Travel information here.
Enter the geographic area. This field is used to group families by address. Any combination of numbers and letters can be used. This field can be left blank.
When using numbers and letters, entry must be consistent or it may seem as though families are not sorted correctly when printing reports sorted by area. If letters and numbers are used, with letters first, always enter the same number of letters and numbers. If the highest number has three digits, then all numbers must have three digits (ex., 001). Otherwise, 1 is processed as 100. If numbers are entered first, it is not necessary to lead a single digit number with zeros.
Enter the family's email address. You can add multiple email addresses separated by either commas or semicolons. The program sends email to all listed addresses. Click to open your default email application.
Send Email Instead of Mail when Possible
If the family wants to receive letters and statements via email instead of mail, select this check box.
Enter the family phone numbers. There is no limit on the number of phones you can enter. Phone number extensions accept up to six numbers, but can be left blank. You can select (or add) a description keyword to identify the phone number. Examples include “Home” or “Cell.” This field may be left blank. Select Unl to indicate an unlisted number.
Picture File Name
Click and select a digital image file (such as .jpg or .bmp), then click Open to insert a family picture.
Use this list to enter miscellaneous information that describes the family. You can select from keywords that were set up in the family keyword lists. If you enter keywords not in the predefined list, the Not in the List dialog box opens in which you can add them.
You can enter either General or Confidential remarks in this text box. To check spelling, click the right mouse button, then click Spell Check. This checks the remarks currently on display. You can also password protect remarks. On the Setup/Admin tab, click Users and Passwords, then click Access and Privileges. Under Program Area, locate Families-Confidential Fam Remarks. Select the security option you want to impose: No Access, View Only Access, or All Access.
Funds Used by this Family
Lists funds assigned to the family displayed. This field is view-only.
Number of Members
Lists the number of member records attached to this family. This field is view-only.
Displays the date the information in this window was last changed. This field is view-only.