CNFS Family Directory - Family List: How do I Add a New Member

How to Add a New Member


You can add a member only if a family record currently exists for the member. If you need to create a family record, go to How to Add a Family to the Family List.

  1. Click  to display the Family List page.

  1. If necessary, select the organization from the Organization list.

  2. Select the name of the family to which you are adding a new member.

The family record is displayed.

  1. Select the Member Details tab.

  2. Select  to open a new member form.

For example:

  1. Complete the main form with the new member's information. For information about the fields on the form, see Field Descriptions for the Member Details Form.

You can use the numeric keypad on your keyboard to enter numbers into any field that accepts numeric data except those on the Contact tab.

  1. If desired, complete the information on the GeneralContactSacramentsReligious Ed., and Misc. tabs at the bottom of the form. If you need instructions for adding the new member's sacrament data, go to Adding_a_Sacrament_Record.

  2. Do one of the following:

If you are adding a child member to the family record, the system automatically adds the names of the members assigned the role of Husband and Wife to the Father Nameand Mother Name fields in the child's record. If necessary, you can remove or change the names inserted by default into these fields.

  • Click  to add the member to the family and save the member's information to the database.

  • Click  to add the member to the family, to save the member's information to the database, and to display a form to add another new member.

  • Click  to add the member to the family and save information to the database. The form remains in edit mode to enable you to continue entering information.

  • Click  to cancel and exit without saving changes.

  • Click to exit the tab and return to the Family List. You are prompted to save or cancel changes.

 

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