Using Family Roles

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    kevin

    So, best practice is to have adults in their own family. That's great for tax contribution forms, but terrible for printing church directories. Adults need to get their own giving receipts but in a directory parents want their adult children (college age, special needs, live at home, etc) in the directory with them.

    There doesn't seem to be any easy way to accommodate both of these scenarios... or am missing something?

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    Emily W.

    Hey Kevin!

    You bring up some great points in what you're trying to accomplish in Breeze. While there isn't an easy way to get this result because unfortunately you're bumping in to some of our limitations. While this isn't comfortable for us, it does drive us to be better.

    Please consider sharing this with our team by submitting a feature request. For more information about submitting a feature request, please check out www.breezechms.com/features.

    While this may not be the answer you are looking for, I do hope the information is helpful!

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    secretary

    Thanks, Emily!
    I've actually submitted a feature request...adding 'grandchild' as a family role, since so many households include grandchildren these days.
    BTW - the hyperlink doesn't work directly from within your response, since the link captured the period and colon after 'features' 
    I had to copy the link and delete the punctuation in order to use it. (I didn't check to see if it's just the colon causing the problem.)

    Cathy

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    kevin

    Hello Emily, I added a few feature requests, but I can't remember if I added this one or not. I don't want to be a jerk and double submit a feature request, but this is something I'd really like to see addressed. What should I do, should I submit one and if it's a double they could just ignore it?

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    clydewbennett

    I have also submitted a feature request to add the role ‘Primary Contact’ with the same functionality as ‘Head of Household.’ Several members of our congregation were offended with this role, as they view themselves as equal partners in their marriage. 

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    secretary

    'Primary contact' would be great; we also had concerns expressed about the use of 'head of household'.

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    Sheley

    Hey @Kevin - I just took a look at our feature request board and I didn't see one from you in there in regards to the "Head of Household" title.  You're welcome to submit a request if you'd like.  We do have some others in there saying the same thing, but when we get more people asking for it, it tends to go on our radar a bit more.  While I can't say that we will change the title, it does become a big topic of conversation with our leadership team. 

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    clydewbennett

    Sheley: Just to be clear, my feature request was to ADD ‘Primary Contact’ as an additional Family Role w/ the same functionality as ‘Head of Household.’ Best of Both Worlds!

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    bklivengood

    Hi, my church is very new to Breeze.  Sorry if this is an obvious newbie question!  We have a family consisting of a couple and a mother/mother-in-law.  We do not want the mother to be grouped with the couple for the tax statement, but we do want them to appear together in the directory.  What is the best practice for defining this relationship in Breeze?  Thanks!

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    Rob N.

    Hey @bklivengood, 

    That's a great question!  I would recommend that you add a profile field labeled something like "mother-in-law," or whatever works best for you.  You can add that profile field into your Directory if you use the custom option.  Then, keep the extended relative separated on their own profile for their own giving statements.

    Click here to see an article on creating customized directories.

    I hope this helps!

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    pastor

    In Events Reporting

    I would like to view Current Family Roles, rather than Original Family Roles.  Can you add that option to the report?

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    Rob N.

    Hey @pastor, 

    Rob here with Breeze!  Thanks for reaching out to us!  Would you mind providing some additional information so that I can better serve you?  

    • What do you mean by "Current family roles, rather than original family roles?"

    I look forward to hearing back from you.

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    office

    Hi, I'm confirming that there isn't the ability for a member to add family members to their family profile correct?  We rolled out Breeze this week and one person wanted to add their children but couldn't.  I will offer to add them as the admin but it would be nice if members could add their own children, ages etc.

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    Rob N.

    @office, 

    Great Question.  You're correct.  Family members may have the privilege to edit but not add new family members.

    I hope this helps!

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    beverly

    First time having this issue - I'm trying to combine two households (folks got married).  I've done this numerous times without issue.  Today, no matter how I try to combine the households, it's telling me "Last Name Required."  And, yes, there are last names for all involved.  ;) 

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    Rob N.

    Hey @beverly, 

    Thanks for reaching out to us!  As it turns out, it was a bug in our system that showed up suddenly, but our development team got right on it and fixed it.  It should work for you now!

    We're glad you're a part of the Breeze family!  Keep up the great work!

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