Once menu access and the Families:Add permission is granted to the appropriate groups, users can add and manage Families. The Families feature is accessible from the Families main menu option and from a new Family tab in the Clients menu. Either location offers the same functionality, however, the Family tab in the Clients menu lists all Families to which the current Client is a member. The examples below work through the Families main menu option screens. Click HERE to view information on the new Family tab in the Clients menu.
Adding a Family
![Add a New Family Add a New Family](/sites/default/files/add_new_family.png)
After selecting the Families main menu option, click on the blue +ADD FAMILY button or the blue "+" plus to the right of the search bar. The Add Family screen displays.
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- Family Code Prefix – The prefix is limited to 4 characters by default. An error displays on Save if more than 4 characters are entered.
- A 4-digit suffix, beginning with ‘0000,’ is appended to the Prefix to create the Family Code (dbo.Families.Code). These digits are incremented by 1 for each Family added with the same Prefix.
- The addition of a configuration screen, like the one used for Client Code generation, is planned for a future release.
- If needed, the default Max Prefix Characters or Max Suffix Digits can be updated in dbo.ConfigCodeGeneration.
- Family Name – The name can be up to 200 characters.
After a Family is successfully added, the search list is updated.
![New Family Added to Search List New Family Added to Search List](/sites/default/files/added_family_new_card.png)
- The Families list is sorted by Family Name.
- When a card is selected, the Family Name displays in the search bar.
- Delete a Family by selecting the delete icon (blue trash can) to the right of the search bar.
- The delete icon is not present when there are existing relationships with the Family – Members, Forms, or Documents.
Adding Family Members
Select the blue +ADD MEMBER button to add Members to a Family.
![Add a Family Member Add a Family Member](/sites/default/files/add_family_member.png)
The Add Family Member screen displays.
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Managing a Family
A Family name can be edited if entered in error or the entire Family can be deleted as long as there are no relationships, forms, or documents. To edit a Family name, select the pencil icon to the right of the search bar.
![Edit a Family Edit a Family](/sites/default/files/edit_a_family.png)
Selecting the edit icon opens the Edit Family screen.
![Edit Family Name Edit Family Name](/sites/default/files/edit_family_screen.png)
- Enter the correct Family Name and then select SAVE to record the changes.
- Please note that changes cannot be made to the Family Code Prefix.
Managing Family Members
As members are added to a Family, the Client List is populated on the Family screen. From the Family screen, you can edit or delete Members, show or hide inactive members, or view the Client record.
![Family Screen with Members Family Screen with Members](/sites/default/files/added_family_members_0.png)
- (a) Select the blue VIEW CLIENT button for quick access to the Clients menu for that Client.
- (b) Toggle the Show Inactive Members slide to enable (blue) or disable (grey).
- (c) Inactive Members Code, Name, and Participation Periods are italicized.
- (d) Note that a previously inactive member can be added to a Family again as long as the effective dates do not overlap.
- (e) Use the delete icon (blue trash can) to remove a Client Member from a Family.
Click anywhere on a member row to Edit a Family Member.
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- The Client field is locked but Role, Labels, Start Date, and End Date may be updated.