You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Families on Elements
print icon

Families is an object within Elements that is simply used to relate and aggregate multiple Relationships together. Families will include Relationships and Contacts, allowing users to see the overall highest level of connections among all records. The Family object's capabilities at this time are extremely limited. 


Creating New Families

The main way to create a Family is to go to Families > New


From here, you enter the requested and required information about the Family.

What's in a Family?


  • Family Name*
  • Primary Contact
  • Secondary Contact




  • Relationships
  • Contacts (Will not roll up from the assigned Relationships)
  • Notes (Will not roll up from assigned Records)
  • Files (Will not roll up from assigned Records)

Recommended Use Cases

This is a relatively light entity from a functionality point of view.  Because of this, the recommended use case is simply to relate multiple households to each other.  Why does anyone want to do this?

  • Relationship context (example: Tim and Jill are children of and beneficiaries to Bob's source of wealth)
  • Internal notes that pertain to the family 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

0 out of 0 found this helpful

scroll to top icon