Adding a person and household

When someone new joins — or you discover a person not yet on file — add them from the People tab. Every person belongs to a household, so you either join them to an existing one or start a new one.

Add the person

• 1. On People, click Add person. A short form opens in place.
• 2. Fill in First name and Last name (required), and optionally Sex, Birth date, Email, Phone, and their Role in household (Head, Wife, Husband, Son, Daughter, Other).
• 3. For the household, search an existing one by name and pick it, or tick or a new household and enter its Name and address.
• 4. Click Add the person.

What happens

The new person appears at the top of the list and their profile opens. They are a Vianney record; if you later import from ParishSoft, Vianney links them by ID rather than creating a duplicate. See Importing from ParishSoft.

Tips

• A household is required — it is how addresses, envelopes, and family connections hang together.
• Adding a person never overwrites anyone; it only creates. To merge two records that turn out to be the same person, see Reviewing imports and merging duplicates.