Using Family Roles

Overview: Breeze operates with the individual profile taking precedence while using family linkages for reporting/communication purposes. Individuals in the database do not need to be added to a "family" or assigned a family role, they should be left with no family role designation.

Breeze stores immediate family members (not extended) by linking individual profiles to one another.

Adding someone to a family

  1. Navigate to the profile of one of the family members.
  2. Click the gray header over the family section.
  3. Click "Add Family Member" and select the person or family you wish to connect them to.
  4. Choose who you would like to add to the family a new person to the database by using "Create Person" or someone already in the database by choosing "Existing Person".
  5. Select the blue "Add to Family" button in the bottom right corner, to add this person to the family.
  6. Make sure to designate the family role of the individuals in the family, and select "Save" in the blue Family Section.

Removing someone from a family

  1. Navigate to the profile of the person you want to remove from the family.
  2. Click the gray header over the family section.
  3. Click the remove icon to the left of the person's name. This will remove them from the family but not the database.
This will remove the individual from the family to allow for a "stand-alone" profile or be connected to a different family. When editing a Family Role, the change is saved automatically whether you press Save or not. The Save button is simply there for consistency and to update any other profile fields that you have updated into the Family Section.

Family Roles

Family members can have any of the following roles for the purposes of organizing outputs:

Role Description
Head of Household The first person to be listed on directories, mailing labels, and other exports.
Spouse The second person to be listed on directories, mailing labels, and other exports.
Adult

Two Uses:

1. The first person/people to be listed on exports. If two people are included in the export (i.e. Directory or Mailing Labels) with the "Adult" family role, it will list them alphabetically by the first name.

2. Adults who should still be considered part of the family (rather than their own family). Breeze's best practice is to have adults in their own family for tax purposes.
(If still in the family unit but an adult, parent(s) should be listed as "Head of Household" and/or "Spouse")

Child Minor children of the head of household/spouse/adults. (Note: children who are not minors should be made their own family so they receive their own contribution statements.)
Unassigned The Family Role has not been set.

How Family Role Set-Ups Impact Exports

These roles are intentionally limited to these options as they are not intended to be a detailed description of a person's position in the family (e.g. wife, son, adult child, uncle, mother-in-law, etc) but rather to help organize the output of:

  • Giving statements
  • People directories 
  • Mailing labels
  • Advanced search functions

The best practice is to ask family members if they want to receive their own end-of-the-year tax statements. If so, they should be moved to their own family (such as adult children or a live-in mother-in-law). If family members are to be included in the same statement, leaving them in the family is the best route. Breeze is then designed to store families as:

  • Couples
  • Parent(s) with their minor children

If you're interested in storing more details on family relationships, we recommend adding an additional profile field to store that information (see Change Profile Fields).

Use the table below to see different family setups and the expected export behavior of them: 

Family Set-Up What it Does

One Head of Household, and one Spouse or Adult

If both have the same last name, it will have first names followed by last

If different last names, HOH will appear first & last name followed by Spouse/Adult first & last name

Children listed alphabetically by first name

Two Head of Households, Two Spouses or Two Adults in one family

Output will appear alphabetically by first name

 

One Head of Household and Two Adults Output will appear HOH and then one Adult (alphabetically by first name) leaving the second Adult off
Unassigned

Will still show in Directory. Listed alphabetically by first name

Name will not appear on giving statements - but their contributions still will

Mailing label export will pull alphabetically by first name

Export to Excel, grouped by family, unassigned will appear alphabetically by first name

If everyone in the family is unassigned, and there are multiple last names, it will address the family in statements and in mailing labels as the last name of whoever is listed first on the profile (alphabetically by first name)

 

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