- 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.