The family header displays key information about the family in the record that is currently open, and shows at the top of each family detail tab. The header itself cannot be edited, but the fields that display in the header may be edited elsewhere in the family detail record, or populate automatically. The family header will update to display any applicable changes.
Fields that display in the family header and where the editable fields may be edited:
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Family Name |
Populates automatically from the ‘Family Name’ field entered at intake; editable at the Family Data tab.
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Family ID |
System number automatically generated when the family record is created; non-editable. This ID is helpful when submitting a tech support question about a particular family record.
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Status |
Family Data tab; entered at intake or edited at the Family Data tab.
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Family Type |
Family Data tab; entered at intake or edited at the Family Data tab.
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Family Keyword |
Family Data tab; entered at intake or edited at the Family Data tab.
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The family detail toolbar allows you to:
•Add a new family
•Delete the family record currently open
The Record Indicator at the top right of the donor header shows which record you are currently in out of a selection of records, and allows you to move forward or back by record, or go to the first or last family record in the list. When you use the arrows to move forward or back, the record will be at the same tab you were previously in.