Extra Values - Family
=====================

For general information about Extra Values,
see the articles about Extra Values - People
and the technical Extra Values article.

.. seealso::
    | :doc:`ExtraValuesSettings`
    | :doc:`ExtraValueTech`

**Role Requirements**

Users must have the **Access** role to view Family Extra Values.
Users must have the **Edit** role to create or modify Family Extra Values.

Mailing Address
---------------
This Standard Family Extra Value lets you keep a family's physical home address
while using a separate address for mailing purposes.


.. admonition:: Use Cases

    Families in areas that use PO Boxes can retain the physical address
    as the Primary Family Address and use ``MailingAddress`` for the PO Box.

    For members in nursing homes or assisted living,
    keep the physical address for visits
    and set ``MailingAddress`` to a caregiver's address.

**Where Is the MailingAddress Used**

If a family has a ``MailingAddress`` extra value with correctly formatted data,
the following outputs will use that address:

Address Labels
    | Address (pdf)
    | Avery Addr (Word)
    | Continuous Roll Labels

Export Excel
    Mailing / Bulk (csv)

Contribution Statements
    | From the individual's giving record
    | Statements (all)

.. note::
    See :ref:`CoupleName` below. It is used in the same places
    as the MailingAddress.

.. important::
    If there is data in the Standard Family Extra Value
    named ``MailingAddress``,
    this will override a Personal Address.

Create a MailingAddress Standard Family Extra Value
---------------------------------------------------

Step 1
    Go to the people record for anyone in the family and
    select `Profile > Family Extra Values` tab.

Step 2
    Click the green `+ Add Extra Value` button.

Step 3
    Select `Text (Multi line)` as the Type.
    Enter ``MailingAddress`` as the Name.
    Click the blue `Save` button.
    Close the dialog box.

Step 4
    Click the pencil icon beside the extra value and enter the address.
    Click the blue check mark to save.

    .. important::
        | The address must be entered in the following format:
        | line 1 (street)
        | line 2 (optional)
        | city, state  zip

        Note the comma between the city and state.
        This is required.

.. _CoupleName:

Couple Name
-----------
To display a couple's name differently than the default
Mr. and Mrs. or John and Mary format,
add a Standard Family Extra Value named ``CoupleName``.

Create a CoupleName Standard Family Extra Value
-----------------------------------------------
Step 1
    Follow Steps 1 & 2 above.

Step 2
    Select `Text (Single line)` as the Type.
    Enter ``CoupleName`` as the Name.
    Click the blue `Save` button.
    Close the dialog box.

Step 3
    Click the pencil icon beside the extra value and enter the name
    as you want it to appear on a mailing label.
    For example: Dr. and Dr. Jones

    Click the blue check mark to save.

.. note::
    ``CoupleName`` is used in the same places as the
    MailingAddress when you select one of the Couples options.
    This name will also be used when printing Contribution Statements.

Family Name
-----------
To display a family's name differently in the Family Picture Directory
than the default *The John Smith Family* format,
add a Standard Family Extra Value named ``FamilyName``.
This name will be used as the header for that family in the directory.

Create a FamilyName Standard Family Extra Value
-----------------------------------------------
Step 1
    Follow Steps 1 & 2 above (MailingAddress).

Step 2
    Select `Text (Single line)` as the Type.
    Enter ``FamilyName`` as the Name.
    Click the blue `Save` button.
    Close the dialog box.

Step 3
    Click the pencil icon beside the extra value and enter the name
    as you want it to appear in the Family Picture Directory.
    For example: Mark Jones and Mary Williams Family

    Click the blue check mark to save.

.. important::
    ``FamilyName`` is used **only** in the Family Picture Directory.

.. seealso::
    :doc:`../BlueToolbar/FamilyPictureDirectory`

Adding the Same Family Extra Value to Multiple Families
-------------------------------------------------------
Typically, you create a Family Extra Value on an individual family
via `Profile > Family Extra Values`.

To add the same Family Extra Value to multiple families at once,
use `Toolbar > Gear > Extra Values > Add Extra Values`
from Search Builder results, an Involvement, or a Tag.
You **must** check the box `Add To Family Record Instead Of Person`
for the extra value to be added to the family instead of the person.
This will add the Family Extra Value to every family represented
in your results, regardless of which individual members are listed.

.. admonition:: Use Case - Tracking Families from Search Results

    A multi-class event uses sub-groups to track payment and packet pickup.
    Staff use Search Builder to find members in the "paid" sub-group,
    then add a Family Extra Value from the Toolbar to mark those families.
    A separate Family Extra Value tracks packet pickup.
    Searching on these Family Extra Values with `Is Head Of Household`
    reveals how many family units still need packets.

Displaying Extra Values on Inreach / Outreach Report
----------------------------------------------------
Specific extra values (people or family) can display
on the Inreach / Outreach Report in a dedicated section.

.. seealso::
    :doc:`CommentFieldsOnReport`

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+--------------------+------------------+
| **Latest Update**  |  **07/03/2026**  |
+--------------------+------------------+

Fixed navigation paths, corrected formatting, fixed terminology, added role requirements, fixed typos.