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Families in HeadMaster function to keep individuals grouped appropriately. Individuals who are grouped into the same family share family names, family addresses, family phone numbers, emergency and medical contacts, and pickup information. Grouping individuals by families keeps you from entering the same information repeatedly and creating duplicate records.

You can add or edit family information within an individual's record on the Family tab. 

The Family tab displays the family associated with the individual, the members of the family, and a list of the family’s phone numbers.

Useful Information

If there is more than one family associated with the individual, one family must be marked as the primary family.

Note

Changes to the primary address and phone number should be made in the family record and not the individual record.

 To add a family for an individual
  1. On the Home screen, click Students, Prospective Students, Other People, or Parents.
  2. Double-click on an individual’s name.
  3. Click the Family tab.
  4. Click Add. The Family Form window displays.
  5. Enter the family information on each of the tabs, and click OK.
 To mark the primary family
  1. On the Home screen, click Students, Prospective Students, Other People, or Parents.
  2. Double-click on an individual’s name.
  3. Click the Family tab.
  4. Select the family name.
  5. Click Set as Primary.