Family Keywords - Determine which are important and delete any others. Define remaining ones for staff and implementation team understanding. Video Written Instructions
Are there Members in the Family/Household? Are Heads of Household identified properly? Video Written Instructions
City/State Names - Resolve any typographical errors and combine any duplicate City/State entries. Video Written Instructions
Phone Numbers - Move/Associate Extra Phone Numbers to Specific Members in the Household. Written Instructions
Email Addresses - Move/Associate Extra Email Addresses to Specific Members in the Household. Written Instructions
Family Status Field - Align your picklist values. ***August 2022, currently we are in the first phase with our pilot parishes and configuration decisions for subsequent waves are in process and changes in final picklist values will occur. If you cleaned your data to align with previous trainings and "older" picklists, your work is valid. The implementation team is prepared to work with both picklists as long as your data is "cleaned" to align with these trainings (old and/or new). Please see this video for further explanation. Video 1 Video 2 Written Instructions (Family Status Keyword Field) Written Instructions (Quick Posting Family Status Value to Other Field Types)