How to add a member record to a family
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How to add a member record to a family
- Select Family Directory from the Navigator Bar. This will open the Family List page.
- Use the search tools to find the family.
- To learn how to update the family record, click here.
- To navigate to the Member Details page, click the Member Details tab at the top left of the Family Details page.
- To learn how to import a member from their original family into this family (as in the case of a new marriage), click the link.
- To add a new member to this family, click the Add button. The member form opens.
- Simply click on the field you need to populate or update. Some fields are pre-populated, but they may be changed.
- A Vcaret to the right of the field name indicates you must populate the field by selecting the value from a dropdown list. Dropdown values are populated through a lookups table. To learn how to add lookup values, click here.
- A red asterisk next to the field name indicates a required field. You will not be able to save the record until all required fields are populated.
- Most of the fields are self-explanatory.
- Once you are done with this record:
- Add: if you want to simply save the record, click the Add button at the bottom of the page.
- Add & New: if you want to add another record to this family, click this button.
- Add & Edit: if you want to save the changes you have made so far, and then continue to make changes, click this button.
- Cancel: to clear this form but stay on the record, click this button.
- Close: to close out of the member record and exit back to the family list page, click this button.
Updated