Adding and Editing Relationships

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In an individual or household profile, you can add new family members after a marriage or birth as well as create and manage the relationships between people in your church.

From a person profile,

  1.  Find the individual you wish to add family members to and click on the person’s name to open the profile.
  2. On the profile, click on the plus icon next to “Family.”
  3. Use the member drop-down menu to select the name of the individual. You can type in the name of the relative or scroll through the list.
  4. Use the relationship drop-down menu to select the relationship to the individual whose profile you are viewing.
  5. Once all information is correct, click the “Add” button.

From a household profile,

  1. Find the household you wish to edit and click on the household name to open the profile.
  2. Click on the plus icon next to “Members.”
  3. Use the member drop-down menu to select the name of the individual. You can type in the name of the relative or scroll through the list.
  4. Once the name is selected, click the “Add” button.

Besides the relationships listed in the dropdown there is another relationship that can be created in Members called a Inferred Relationship which is a relationship based off of another relationship listed in Family or Members.

For example if under Family you add in a relationship for John's Mother then under any of his children that are listed there will be an inferred relationship that John's Mother is the children's Grandmother.

To delete an inferred relationship you will need to delete the relationship that created the inferred relationship first. As an example, if you deleted John's Mother from Family then the inferred relationship of being the children's Grandmother will be deleted as well.

If a relationship is incorrect, you can delete the incorrect relationship in a person's record without affecting the relations' information.

To do this,

  1. Hover over the relationship and click the minus sign to the right of it.
  2. This will show some options on what to do with the relationship, including Delete. Click the Delete button.

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