Families in Breeze

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  • Avatar
    mallory

    Is there a way to categorize single/divorced/widowed adults as the head of their household? It very much confuses things that currently they are listed as "Not In Family."

  • Avatar
    Sheley

    Hey Mallory!  There is indeed a way to categorize individuals as the head of household! 

    Follow these steps to add a family role to someone without additional family members in the system:

    1. Go the person's page
    2. Edit the family section
    3. Click 'add a family member'
    4. Choose 'existing person'
    5. Type in the name of the person's profile that you're viewing and add that same person
    6. Click 'add to family' 
    7. Change the role from 'unassigned' to 'head of household' 
    8. Save
  • Avatar
    mallory

    Game changer. Thank you!

  • Avatar
    emeryhurd

    Is there a way to changethe address for an entire family at once? It is laborious to go into all the family members and do this.

  • Avatar
    mallory

    Pretty sure there's a checkbox under the address fields that you can select to apply to all family members when making changes.

  • Avatar
    Sheley

    Hi @emeryhurd, @mallory is exactly correct! 

    When you click on the contact area section you'll see "show more options" under the home phone and address that will allow you to apply it to all family members!  It is checked by default.

  • Avatar
    office

    I have the opposite problem.  I am trying to change one family members address but still keep her associated with her family.  I have unchecked the make address same for all family members but it keeps reverting back.  Suggestions?? 

  • Avatar
    Sheley

    Hey - I wanted to follow up you up with that via email because I think our specialists may have an idea of possibly a third party API integration affecting the address reverting back.  Look for that email from me and our specialist team :) 

  • Avatar
    SkipOM

    We're having some trouble with single women showing up in mailing labels with couples as "Smith Family" verses "Mary Smith".  I have some single ladies who show up fine. But my recent widows are all showing up as " ____ Family." I'm sure I'm missing something obvious.

  • Avatar
    Sheley

    Hey!  I have a hunch that this is due to them being listed as a "family" member, rather than just an individual.  I just looked into it from my end and if someone is listed as being in a family (even if they're the only one) it will show up as "The ______ Family".  Once we remove them from a family, that will fix the issue.  To do that, go to their profile, click edit on the family section, and then click the 'x' next to their name.  It will ask if you want to remove them from the family.  Say yes and then it will take away the family role.  Now they'll be considered an individual and a mailing label will populate with their name rather than "The _____ Family". 

    Here's a video of what that looks like: https://www.screencast.com/t/n7JSL1M5o

  • Avatar
    tomyoon12

    I added some family members to my profile but now my kids names are showing up in the directory.  Is there a way to prevent them from being listed?

    Even if I remove "view -> family" from a user's role, they can still see the names of my children.

    I've seen you can do this through tags but I'd prefer there be a different way.  Maybe anyone tagged as a child should be hidden by default.

  • Avatar
    Sheley

    Hey @tomyoon12 - If you put all children in a tag called "unlisted" or something along those lines, you can set it up so that all children are automatically put into that tag and then remove access to your users from seeing that tag. 

    Here's how we would do that: 

    1. Create your "unlisted" tag
    2. Go to More > Tasks > Automated Tasks 
    3. Click "Add Task" in the top right corner then click "Smart Tag"
    4. Create a filter of anyone matching the family role "child"
    5. Choose that they will go into your "unlisted" tag
    6. Edit your roles (More > Users and Roles > Roles) to check the box found by going to "People > Only Access certain people > People not in tags > 'Unlisted'"

    Now you'll have it set up where anyone who is listed as a child will not be viewable. 

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