PSFS Family Directory - Family List: How to add an unregistered copy of a family record

How to add an unregistered copy of a family record

If a family registered to another parish participates in your parish--by donating, taking part in Religious Ed, or receiving a sacrament--you can add them to your family list without registering them. 

To add a family without registering them: 

  1. In the Family Directory Tab under Family List, select the Add a New Family Button.
  2. Enter the Last Name of the Family and any other information you have and click Search.
  3. The subsequent list will give the Family Name, Registered Organization, etc.
  4. Select the Family you would like to have available for contributions by clicking the radio button to the left of their name and then select the Move Selected Family button at the bottom. Choose As Unregistered from the drop down menu.
  5. You will get a pop-up message saying, Move the x family (#####) to currently selected organization your org, your city? Select OK.

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    You will now be able to Post Contributions to this record. Keep in mind, to find this unregistered member when posting contributions, you must set your Posting Filters to:

    • Family Registration Status: Both
    • Family Group: All Groups

     

 


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How to mark an existing family record as registered with your parish

 

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