CNFS Family Directory - Family List: How do I Import a Member from a Single-Member Family into Another Family

 How to Import a Member from a Single-Member Family into Another Family

If you want to import the only member of a family into another family, you cannot leave the sole member's family record empty. This topic steps you through a workaround solution in Family Directory to ensure that the import process runs smoothly and as desired in this situation.


  1. Click  to display the Family List page:

  1. Select the name of the family that has one member.

The family record is displayed. For example:

  1. Select the Member Details tab.

  2. Select  to display a blank new member form. For example:

The workaround requires that you complete this form using fictitious information. Essentially, by using a fictitious name you will prevent the application from thinking that the family record is empty.   

  1. Using fictitious information , complete the form, filling in the required (*) fields only. Set the Status option to Inactive:

For information about the fields on the form, see Field Descriptions for the Member Details Form.

  1. Click .

The fictitious member is added to the family record and assigned a tab under Member Details.

  1. Select the Family Details tab to display the family record.

  1. Click  to put the form in edit mode. Then, do the following:

  • Set the Family Group option to Inactive.

  • Deselect the Registration Status option to change the family's registration status to "unregistered".

  1. Click  to exit the tab and return to the Family List page.

You can now proceed to import the real member to another family. See How to Import a Member from One Family Into Another Family.

 

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