How to import a member from another family into this family (ex: marriage)
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How to import a member from another family into this family (ex: marriage)
- From the Navigation Bar select Family Directory.
- Search for the family into which you want to import this member using the Fuzzy Search and/or Rolodex options or using the Filter (funnel) option.
- Select the family and click on the Member Details tab.
- Click the Import button.
- Search for the member you want to import.
- Select the member and click the Accept button.
- The imported member's information is displayed. Manage the import by clicking on one of the buttons at the bottom of the page as follows:
- Change Member: Cancel the import and choose another member.
- Cancel: Cancel the import altogether.
- Import: To import and edit the member record right away. Here you may change marital status, role, etc.
- Import & Close: This will import the member and close the record.
Updated