Creating a New Family From an Existing Member or Moving A Member to An Existing Family

This brief tutorial video will show the user how to add a new family from an existing member record and how to associate a member with another family without breaking the link to the original family.  Video: Adding a New Family From an Existing Member Record

This is great when a child gets married you can create a new family from their member record and all their sacraments and history stays with them and no data is duplicated. The member record will still appear in their original family with a highlight indicating they have another primary family.

1.  Locate the Family Record that contains the member you wish to Create New Family or Move To Existing Family by searching for the Family Record. 

2.  Click on the name of the Member which opens their member record that you want to Create New Family or Move To Existing Family with.  Scroll to the bottom right of the page and click on the drop-down menu and make your selection. 

3.  If you choose to Create New Family you will be brought to the member's new Family Record page where you can update their new address and other contact information.  Once you create and Save the new record you can add any new members to the family.

4.  If you choose to Move To Existing Family this option allows you to move someone to an existing family in either your church or any other church within your search capabilities.  Once you select Move To Existing Family the Family List pop-up will appear and you can search and select for the family which you would like to add the member to.

Note: By choosing to move the member you maintain his/her connection with their original family as well as keeping all member information with his/her current member record.  This prevents duplicate member records from being created. 
Note:  If a member has been moved you will see that their member record has been shaded in the member's original family record. If you click on the name it will take you to the member's current family.

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