Update Existing Households

The Add/Edit Family Tool is your one-stop-shop for adding new individuals to MP or editing information for existing individuals. 

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Using the Add/Edit Family tool, you can: 

  1. Add new family members 
  2. Update information on existing family members 
  3. Add the minor children to the correct age group  

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TIP: Change your search parameter to ALL RECORDS to find an existing family for both ACTIVE and INACTIVE contacts.  

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To update an existing household (family) in the database, search for the Household Name from the Households page: 

  1. Search for the Household Name from the Households’ page: 
     
  2. Click the record for the family to update to open their profile record 
     
  3. Choose Add/Edit Family Tool to update the household information and family member details:  
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  4. Update existing family member information OR add other household members, starting with Family Member 3 (if it’s blank). Click the Add New Family Member button to add the next family member.  
     
    It’s important to add the following details for family members: 
  5. Household Position (especially for minor children) 
  6. Participant Type 
  7. Date of Birth 
  8. Age Group   

 

TIP:  Click the More button to view/add Date of Birth and Age Group. Age Group is important for the children who will participate in Kid and Student Ministries. 
 
Continue adding family members, using the Add New Family Member button, at the bottom of the screen, until all family members have been added. 
 

  1. Click the Save button when finished. 

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THINK displays a confirmation message: Family Created/Updated Successfully. Click the Close button to close the window.  

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You can now add Attributes to record any allergies and special needs. 

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Attributes are accessed from a Contact or Participant record, as attributes apply to people, not households.  The current list of Attributes in THINK include: 

  • Allergies & Special Needs 
  • Personal Characteristics 
  • and Others 

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To add Attributes to a person’s record: 

  1. Search for the person from the Contacts or Participants page. 
     
  2. Click on the record (row) for the person to update 
     
  3. From the menu above the list of family members, select Attributes 
     
  4. Click the NEW CONTACT ATTRIBUTE button on the control bar to Create New Record: 
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  5. Select the Attribute for Allergies & Special Needs 
  6. Add the Start Date and Time  
  7. Add Notes to specify the allergy and special needs 
    TIP: Don’t add an End Date and Time unless the attribute is no longer applicable. 
  8. Click the Save button at the top of the page to save your changes. 
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Feel free to edit the following on a contact record: 

  • Phone Number 
  • Email address 
  • Home address 
  • Misspellings in the name 
  • Change the nickname 

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When making these edits, it is best if you also go to the participant record and make a note as to why you made the change. For ex: changed cell phone per… or removed email address per bounce back. You do not have to put your name or date because the audit log shows that you made the change and when, it just does not explain why. 

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Please DO NOT change items the following items. The below should be emailed to mpsupport@northway.org and we will take care of them!  

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  • Combine or separate families (marriage, divorce, kids not in correct household) 
  • Change status from active to inactive or the reverse 
  • Change someone’s status to Deceased 
  • Change the participant status, such as Visitor to Regular Attender 
  • Make anyone a Member 
  • Change the congregation 
  • Attempt to combine or delete contact or participant records (duplicates)