The Families module allows churches to organize individual parishioners into domestic household units. Grouping members into families simplifies parish visitation scheduling, family-level giving statements, and pastoral care tracking.
1. Creating a Family Household Record
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Navigate to CRM > Families in the left sidebar.
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Click + Create Family.
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Enter a descriptive Family Name (e.g., “The Mark Household”).
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Select the Primary Contact / Head of Household from your registered parishioners.
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Select your parish District / Neighborhood Zone.
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Assign a Family Pastoral Servant.
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Click Establish Family Record.
2. Adding Members & Specifying Relationships
Once a household is created, add family members and define their relationships:
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Open the target Family profile page.
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Click + Add Member to Household.
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Search for an existing person or click Create New Person.
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Select their role within the family:
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Head of Household
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Spouse -
Child -
Dependent / Relative -
Click Save Member Link.
3. Family Pastoral Visitations & Combined Statements
Structuring households unlocks key administrative capabilities:
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Combined End-of-Year Giving Statements: Print or email a single consolidated tax contribution statement for the entire household instead of sending separate individual letters.
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Family Home Visit Logs: When a priest or servant logs a home visitation, the visit record automatically links to every member residing in that household.
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District Grouping: Export mailing lists and map markers by parish district for regional gathering announcements.