People & follow-up
Organise members into families
Link people to their households while keeping individual directory records.
2 min read Last reviewed
On this page
Start with individual members
A family groups related directory records; it does not replace them. Add or find the individual people first so you can link the right records.
Create or update a family
- Open Families from the Members area.
- Use the available family creation or editing action and enter the household details.
- Choose the existing members who belong to the household and review any relationship or household-head choices shown in the form.
- Save and check the family detail view to confirm the people were linked correctly.
Correct a household link
Use the family’s membership controls to correct a relationship. Do not delete a member’s directory record just to remove them from a family. If a person is not selectable, ask your administrator to check location scope and access.