Family & Member Screen Overview

Watch a Tour of the Family & Member Screens. Individual aspects will be linked below for further detailed articles.

Individual Articles

Note there are many features the two screens share including tags, notes, contributions, and activity. This information will be linked only once below.

Family Details

Change the Family Name

Envelope Number

Diocesan ID

Family Phone Number

Alternate Address

Active Contributor Status Badge

Offertory Envelope Lists

Starter Sets


Notes & Private Notes


Member Updates

Update Name

Change Type

Update Contact Information

Track Individual Contributions Separately

Life Events: Mark as Deceased, Move to Another Family, Perform Marriage, Perform Divorce

Deactivate Member

Delete Member

Update Demographics

Update Employment

Family & Member Contributions

Member Sacraments

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