Using Family Roles

Overview: Breeze operates with the individual profile taking precedence while using family linkages for reporting/communication purposes. 

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.

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.

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 should receive their own end of year tax statement. If they should, they should be moved to their own family (such as adult children or a live-in mother-in-law). If they should be included on 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 set -ups, and the expected export behavior of them: 

Family Set Up What it does

1 Head of Household, and one Spouse or Adult

If both have 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

 

1 Head of Household and 2 Adults Output will appear HOH and then 1 Adult (first alphabetically by first name) leaving the other Adult off
Unassigned

Will still show in Directory. Listed alphabetically by first name

Name will not appear on giving statements - but, their contributions 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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Comments

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

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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • @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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  • 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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  • 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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  • Is there a way to make children's profiles NOT viewable by other members, but viewable to parent, ministry teams, admin, etc? Other than creating a "child" tag and tagging each one?

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  • @nurseaubrey

    Hello again! Concerning this question, we do have a workaround for this. However, it does involve making sure all of your kids are Tagged. Once they are tagged, you will be able to restrict viewing access of those kids from any other role. See here: Online Directory with Member Access

    If you have any additional questions, please feel free to give us a call so that we can give you the best clarity!

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  • Question...

    Children listed as family members who also receive a login for Breeze are able to see parent giving information.  How is this preventable?  Any help is greatly appreciated.

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  • @angeld

    You can prevent this by creating a separate role for Children Members that does NOT have access to Family Contributions. When the child becomes of age that they are giving on their own and filing Taxes, then it is suggested that they be separated out of the family into the database to standalone.

    Hopefully, this was helpful for you!

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  • Hello, we've created tags for all children in the children's ministry, as well as, their family roles. We now need to export  their parent's contact information for verification. How can we do this?

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  • Hey @sandranoble582, 

    That's a great question!  In the People's section, you can use the filtering options.

    • From the Dashboard, go to the People's Section
    • Click on SHOW MORE FILTER OPTIONS
    • Scroll all the way to the bottom of the screen and choose PARENTS under SEARCH TYPE
    • Then Click CONTAINS (under Tags) and Select the appropriate tags by clicking the path with the disclosure triangles.

    After you get that list, you'll be able to export your data.

    Here's an article you may find helpful:
    Exporting People

    I hope this helps!

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  • Hi there, I have a dilemma I'm trying to solve for. We transferred from Elexio and in Elexio, our sample giver (V. Clark and L. Clark) are married and in our system but the wife if the one that does the giving so all listing should flow under her name.  However, when we moved over, the giving that once was under the wife's name is now under the husbands name - how can if fix this to show the giving that goes to the person that actually gave? To make matters a bit more complicated, the wife downloaded the app and has been using for the past few month for her giving and now when we look at her total, it only shows the giving she has gave which is missing all the other giving since it's now appearing under the husbands name. We have a few cases like this in our system and will need to come up with a resolution before they need their giving statements. Thanks

    Betty

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  • Hey @brit1brit!

    We'd love to help solve this dilemma. Would you be so kind to reach out to our team via email with these details and your Breeze account information so that we can dive in and best assist you with next steps? It might even be best to set up a scheduled meeting with us so that we can get all the details we need to get this set up correctly for you. Either way, we'd love to serve you. I have included our information below:

    Click here to select a time for meeting and we'll call you: http://meetwithbreeze.com
    If you'd prefer to call in at your convenience, we're available 9-6 Eastern Time at 888-320-6030.

    Our email is support@breezechms.com

    Happy Breezing! 

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  • Is there a way to list children as being part of more than one family? We have separated parents that need to be listed as their own family, but both want their children listed under them. Is there a way we can do this?

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  • @jmunzert

     

    Great question! Unfortunately, there is no way to list children as being a part of more than one family. In a situation like this, you would simply want to choose which parent the child will be listed under. We sincerely apologize for any inconvenience that this may cause! See here: Handling Divorced Families

    Cheers!

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  • Hello,

    Here in our congregation we have quite a number of grandparents who bring their grandchildren to church on a regular basis.  I was wondering, if in the specific roles, you could add grandchild?  It sure would make things easier when I'm entering people for attendance on a particular Sunday.  Also, nowadays, many adult children still live with their parents for one reason or another.  It would be nice to have "adult child" as an option also.  

    Thank you so much!

    Sherry Swift, Administrative Assistant for Lycoming Centre Presbyterian Church

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  • Eleven months ago, I submitted a request to change the term Head Of Household to Primary Contact as many women in our congregation found the classification as demeaning.
    Even if you decide to retain the role of Head of Household, could you at least add ‘Primary Contact’ as an alternative term with the same function?

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  • @clydewbennett

    We certainly appreciate the feedback here. Submitting a Feature Request would be the best bet here so that we can filter through your request! We sincerely appreciate your patience here as we seek to make Breeze the best we can for you.

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  • @sherrybswift

    Great question! The only way to do this would be to add your own customized profile field with the options that you would like available. See here: Customizing Profile Fields

     

    Cheers!

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