Families & Households FAQ

Frequently asked questions about structuring households, updating addresses, and managing parish districts.

Can a household have more than one Head of Household?

No. To ensure clear communication and structured reporting, each household card must have exactly one designated Head of Household (usually the primary contact). However:

• You can assign a Spouse or secondary adult contact within the household.
• Secondary contacts can be granted full administrative rights to edit household profiles, add family members, and manage family giving records just like the Head of Household.

How do we handle split families or multiple household addresses?

If children live in two separate households (e.g., in joint custody arrangements):

1. Keep the child’s primary CRM contact profile.
2. Link the child to the primary household where they spend the majority of their time.
3. You can add a secondary address note to the child’s profile or register them as a secondary member in the other parent’s household card. This ensures they are listed on registration sheets for both households.

How do I move a member from one household to another?

When a family member moves out (for example, a young adult establishing their own home):

1. Navigate to their current household card.
2. Click Remove Member next to their name. (This does not delete their profile, it only unlinks them from that family unit).
3. Create a New Household card for them, or search for an existing household and click Add Member to link their profile there.
4. All of their personal giving history and sacrament logs stay securely attached to their profile card during the transition.

How are shepherds assigned to districts and households?

• District Mapping: Parish admins divide the congregation’s geographic area into districts.
• Shepherd/Deacon Allocations: Admins assign deacons or shepherding teams to oversee specific districts.
• Automatic Assignment: Any new household registered within that district’s zip codes or boundaries is automatically assigned to that district’s shepherd. You can also manually override this assignment on individual household cards if a family requests a specific spiritual guide.