PSFS Family Directory - Family List: How to import a member from one family into another family

How to import a member from one family into another family

Use this procedure to import the record of a member into an existing family group. This procedure is typically used to add a new member, such as the spouse of a newly married family member, to an existing family group. You must have View, Add/Edit & Import privileges to import a member into a family. 


Note: If a member is the only member of a family, you cannot import that member into an existing family and leave the imported member's family empty. See How to Import a Member from a Single-Member Family into Another Family for instructions.

You can import a member into a family from either the Family List page or the Member List page.

  1. Do one of the following:

    • Click Family List.

    • Click Member List.

  1. If necessary, select the Organization.

  2. In the Search field, type the name of the family whose record you want to import the new member into. Then, click the Magnifying Glass Icon.

  1. In the family record, select the Member Details tab, as shown in the following illustration:

  1. Select Import.

    The Member Search window is displayed. This window enables you to locate the member whose record you want to import into the selected family.

  1. Type the member's last name in the Last Name search field, and select a status from the Status menu. (If you do not know the member's status, select Unknown.) Then, click Search.

    The Member Search window is updated to show the last names of members matching your search criteria. In the following example, all members whose last name is "Allen" are listed.

  1. Select the name of the member that you want to import.

    In the following example, "Sarah Allen" is the member whose record is selected to be imported:

  1. Click Accept

    The application retrieves the member's record and displays it on the Import tab in the family's record:

  1. Review the record. Then, do one of the following:

    • Click Import to import the member's record and keep the family's record open. You can then perform other tasks, such as viewing and editing the records of other family members.

    • Click Import & Close to import the member's record and close the family's record.

    • Click Change Member to select a different member to import. Go back to Step 5.

    • Click Cancel to exit without importing the member's record.

 

After a member's record is imported, the application does the following:

  • Changes the newly imported member's Membership ID and Family DUID to those of the new family.
  • Changes the imported member's Role status to Unknown if the Role status was originally set to Head in the imported member's former record.
  • Generates a trace record to record information about the import and changes resulting from the import.
  • Transfers the pledge and contribution records associated with the member's record into the new family, but it does NOT transfer pledge and contribution records associated with the family's record.

 


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