CMS People - How to Move or Remove Someone From a Household

Here's how you can Move a person out of their household into a new or existing household.

From CMS Membership, click Find People | click the Go To Person button at the top of the screen and choose Person | find the person that will be moving.

This will take you directly to that person's Person screen.

To Move to A New Household:

Use this for a Divorce or when an Adult child (finally!) gets their own apartment.

From the pull down menu at the top of the screen, click Record | Move | To a New Household.

This will move all of that person's information (events, activities, contributions, attendance, etc) to that new household.  You'll just need to enter in their Address and phone number information, and any Household Custom fields you may want to enter.

To Move to Someone Else's Household:

Use this for two members who get married, or when an Adult child (ugh!) moves back to Mom & Dad's home.

From the pull down menu at the top of the screen, click Record | Move | To an Existing Household.

Type in the first few characters of the new families surname to jump to that name.  Highlight the correct family and click OK.

This will move all of that person's information (events, activities, contributions, attendance, etc) to that household.  That person will come in as a Youth, so you may need to manually change their Mailing Relationship to Head/Spouse/Other as necessary.

 

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