How to move a member from their family to a new family as head of household
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How to move a member from their family to a new family as head of household
- Select Family Directory from the Navigation Bar.
- Select the Members tab.
- Search for the member record you want to export into his or her own family. Learn how: Fuzzy Search/Rolodex | Funnel Search
- Export the record.
- If you choose yes to using the existing family's address, the address will be populated in the new record.
- Update any information you know.
- To finish:
- Choose Save & Edit at the bottom of the page to add another member to this family.
- Here you may choose between the Add button to add someone with no member record at all and the Import button to import (move) a member record that exists in another family to this one.
- Choose Save & Finish if you are done for now.
- Choose Save & New if you want to add another new family record to the Family Directory.
- Choose Cancel to exit without saving any changes.
- Choose Save & Edit at the bottom of the page to add another member to this family.
