From an Open Record

The easiest way to edit a family is to locate someone in the family and update it from an open record:

1. Find a member of the family on the Contacts page
2. Open the Contact record
3. Open the Tools dropdown
4. Select Add / Edit Family Tool

The tool shows the Household of the Contact used to open the tool. At the top is the information common to the Household.

Below the Household information are the Contacts in the Household. The Heads of Household are listed first and others following.

From the Add/Edit Family Tool

You can also launch the Add/Edit Family Tool without having a record open.

In the Add/Edit Family Tool, search using the Last Name for the Household. The matches will be filtered in the dropdown as you type.