Create a Family and Add Members
What you will learn
Link people who live together into a household so you can see the connection at a glance and send one giving statement per family. Here's how to create a family and add people to it.
Go deeper: Family Management in the Knowledge Base.
Read the transcript
In the People directory, click Add Person, then Create Family. Name the household. Search for someone already in your directory and click them to add. Set their role in the family right there — spouse, child, head of household, whatever fits. Add another the same way. You'll see everyone you've picked listed here before you save. Click Create Family. They're linked as a household now — shared address, one giving statement, and you'll see the connection on both of their profiles. Already have a family? Add to Family adds one person into it instead.