Parents, children, contact details and categories, start to finish.
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Every new household starts with Add Family. In a couple of minutes, we'll add the parents, their children, how to reach them, and the groups they belong to. On Families, click Add Family. The whole couple fits on one screen: Him on the left, and Her on the right. Start with Him. Pick a title, then type his first and last name. Enter his date of birth, and CMS fills in his Hebrew birthday for you. If he was born after sunset, check After Dark, and the Hebrew date moves to the next day. Now Her. Pick a title and type her first name. Her last name copies over from his, and you can still change it if hers is different. Under Contact, add each person's mobile and email. No Call and No Mail keep a number or an address out of your calls and mailings, while it stays on file. Next, the address. Start typing the street, and pick it from the suggestions. The city, state and ZIP fill in by themselves. The label and salutation are built from their names. Open the previews to see exactly how envelopes and letters will address them. Under Family Information, add their anniversary, with its Hebrew date, and a note for the office. Click Save Family. The family is added. Click Open family to finish setting it up. Here's their page. Daniel and Esther are on top, with their birthdays and contact details, and the address is below. Now the children. Under Family Members, click Add Member. The last name is already filled in. Type the first name and date of birth, choose the gender, and set the relation: Son. Add their daughter the same way: her first name, her date of birth, Female, and the relation, Daughter. Then click Save. Both children are listed under Family Members, each with a Hebrew birthday. Need another phone number, a second address, or an email for a teenager? Add Member, Add Address, and the pencil on each card add more at any time. Last, open the Categories tab. Categories group families for your reports, mailings and letters. Search for one, and check it. Then search for the next one, and check that too. Click Save, and the family is in both categories. Add Family puts a whole household into CMS in minutes: the parents, their children, how to reach them, and the groups they belong to, all in one record.