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titleFamily/Fund Keywords
  • Family Keyword Names — Terms that aren't covered by the existing family fields but you want to keep track of. For example: "Founding Family" and "Active in Block Watch".
  • Family Status Names — Relationships of the family members in a particular household, like "Multigenerational Family", "Blended Family", and "Relatives". This is called Status on records.
  • Family User — Customize this field for anything you need to know about a family. If you select to use this field for Formation Office, it displays on the family's Primary Information window.
  • Fund Keywords — Descriptions of how families handle their funds, such as "Canceled Enrollment", "Non-Contributing Parish", and "Contributes Once Per Year".
    You can post fund keywords to the Rates/History/Keywds window.