Families in Breeze

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8 comments

  • 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 :) 

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