Add New Family
IN THIS ARTICLE:
Prior to adding a new family, open your
Family Explorer screen and use the default layout. Then, ensure that the family you are trying to add does not already exist within your church by searching in the
Family Name column. If the family currently exists you can update the Family and Member Records. If the family does not exist follow the instructions below.
If you are part of a Diocesan initiative or a Cluster and/or Collaborative then you would search across all the churches to ensure the family record does not already exist. If the family record exists in another church add them to your church and assign the appropriate family status. Following this practice will prevent you from creating duplicate family/member records.
Adding a New Family Record
1
There are a few ways you can create a new family. One way is by clicking on
Families via the top navigation bar and selecting
Add New Family.
Another way is by clicking on
Families via the top navigation bar and selecting
Family Explorer, then click on the
New Family button near the top.
2
On the New Family page enter any available information for the Family. Please note the following:
- Only the Last Name field is required. All other fields are optional.
- You may use one name or multiple names for the First Name field.
- When entering Family Email or Telephone the drop down arrow is used to specify families' contact preferences.
- The Mailing Name field is used by Church Budget for envelope integration, and it's an available option for printing labels. The integration will first look in the Mailing Name field. If it contains data, the value in the Mailing Name field will be the first line on the budget envelope or mailing labels. Contrarily, if there is nothing in that field then it will default to Salutation + First Name + Last Name.
- Check the Has Envelopes box if you are going to use Church Budget Envelope Integration and/or the parishioner receives giving envelopes. Then be sure to assign a unique Budget Number to the family.
- The Gabriel Unique Family ID is extremely beneficial when contacting customer support about a Family Record. There is only one family assigned to each Family ID, and no two families have the same Family ID number.
- For families that were converted from a previous system the fields System and System Family contains a previous system designator and family system ID# it was converted from.
3
Once you have entered all of the information you desire, click
Save in the bottom right corner of the page. Congratulations! You have now added a Family Record.
Adding Associated Member Records
1
Once you have saved the new family record the
Members tab is now available. Click
New Member.
2
A pop-up will appear, enter the
First Name and click
Save.
3
You will be taken to the
Member Information tab. Here you can enter any information about the Member you have. To create a member record you only need the First Name and Last Name.
Note: If the member has a different last name than what is in the Family Record you can edit the Last Name field while in the Member Record. Additionally, there are 8 additional member tabs to enter additional information about the member.
4
Once you have entered the desired information, click
Save.
You can continue to add additional Members to this Family by clicking on the
New Member button at the top left of your screen, or by clicking on the triangle to the right of the
Save button and selecting
Add New Member.
