Use the Family Partners screen to enter information about prospective homeowners and families who currently live in a Habitat home.
To access the Family Partners screen, open the Families tab in the Keystone ribbon and click Family Partners.
Please note that all homeowners are family partners, but not all family partners are homeowners. Family Partners is a broader term that includes prospective homeowners and homeowners.
To select a family partner’s record on the Family Partners screen, select either their name from the Family Partners drop-down list (which is listed in alphabetical order by last name) or their address from the HFH Address drop-down list. If you know the family partner's ID number, you can instead select it from the ID drop-down list. After you make a selection from one of these fields, the others are automatically filled in.
If there are two family partners in one record and they have different last names, you can find them under either last name in the Family Partners drop-down list.
If the family partner is paying closing fees or has an active mortgage defined in Keystone, their payment status is displayed to the right of the fields above in blue text surrounded by a blue box. This message tells you whether the status relates to closing fees or their mortgage, and then includes a description of the status itself. The possible descriptions are:
Examples: Closing Fees Delinquent means the family partner is beyond the grace period for their closing fees payment. Mortgage Current means the family partner is current on their mortgage.
There are six tabs on the Family Partners screen on which you can enter a variety of information about a family partner. They are:
Click any of the links above to go to that section.
By default, all family partners assigned to family partnership Levels I-VI are included in family partner names lists. You can use the button to narrow the list of families presented in the Family Partners screen. You can filter by Family Partnership Level, by Sponsor/Advocate/Friend, by Attributes, or using Search For to search for text in selected fields. The Search For options include the Partner’s First Name, Dependents’ Name, Address, and Notes fields.
To narrow the list of families listed or to view family partners assigned to level Xud (Undefined), click the button at the top of the screen to open the Family Partnership Filter window:
When you click the Filter button on the Family Partners screen, the Family Partners Filter window appears. You can use this filter to search for family partners that meet the criteria you specify. For more information, see the Family Partners Filter section.
If pictures or documents are stored for the current record, you will see a button and/or a button. If they are not, you will see and buttons, respectively.
Click the button to view the picture window and the available pictures for the current record. Click the button to view the Document List window, which allows you to access all documents stored for the current record.
If the current record does not have a documents folder, Keystone will offer to create one if you click the or buttons.
For additional information, see the Managing Documents and Pictures in Keystone or the About Document and Picture Files and Folders sections.
If the selected family partner(s) has an e-mail address, the E-mail button is enabled. Click the button to send e-mail using Microsoft Outlook to an individual family partner or to a group of them. For more information, see the Sending E-mail to Family Partners section.
If you want to generate a letter for the selected family partner(s) using Microsoft Word, click the 
(Word) button to send data directly to a Word template related to this screen. For more information, see the Using an Automated Template section. For more information about creating merge letters, see the Creating or Editing a Template with Microsoft Word section.
Clicking the symbol (lower-right) allows you to set the position of the Family Partners screen within the main Keystone window. After you do this, Keystone will remember this position and display the Family Partners screen in that same position each time you open it. You can set a new position for the screen by clicking the symbol again. For more information, see the Custom Screen Positioning section.
The HFH Address and Payment Status fields are also navigation fields.
Double-clicking the HFH Address field takes you to the homeowner’s record on the Property Address screen, where you can review additional details about their address. Click the button on the Property Address screen to return to the Family Partner screen.
Doubling-clicking the message (such as Mortgage Delinquent) displayed in the payment status area (if applicable) takes you to the Closing Fees screen or the Mortgage/Payment Information screen, depending on what is being displayed in the payment status area. Click the button on that screen to return to the Family Partner screen.