Use cases

Family directories

A private family directory your relatives can actually use.

GroupDex keeps people, households, addresses, birthdays, anniversaries, relationships, lists, and printable output in one private workspace.

Updated 2026-07-02

What this workflow handles

Best fit

Extended families and family historians

Core records

People, households, dates, relationships, and contact methods

Output

Mobile lookup, reminders, PDF/DOCX/XLSX/CSV, and print

How it works

1

Start with people

Add family members manually or import contacts into staging for review.

2

Group by household

Keep shared home addresses first-class for cards, visits, and print output.

3

Add relationships and dates

Track parents, spouses, siblings, birthdays, anniversaries, memorials, and custom dates.

4

Share or print

Invite family, export files, or print a clean directory with privacy controls.

GroupDex features for this workflow

Relationship-aware profiles

Store family connections without forcing one global person record across every group.

Birthday and anniversary reminders

See upcoming dates and control automated message preferences.

Private multi-group support

Copy and link people between groups through explicit review, not automatic merging.

Fields to collect

  • Names, nicknames, prefixes, suffixes, and photos
  • Household address and household members
  • Phone numbers, emails, social/profile links, and notes
  • Birthdays, anniversaries, death dates, memorial dates, and custom dates
  • Parents, spouses, siblings, children, step-relations, and relationship history
  • Visibility controls for minors, hidden contacts, and print/export fields

Outputs to create

  • Family directory
  • Birthday and anniversary list
  • Household address list
  • Mobile call, text, email, and map actions
  • Printable keepsake book
  • CSV, vCard, DOCX, XLSX, PDF, Google Sheet, and Google Doc exports

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