Using the org selector in the family details

This article is intended to help you understand how the Organization Selector functions in the family details page. For any given family there is their parish of registration but a family can also be unregistered at an unlimited number of parishes, so the Org Selector's main function is to allow a diocesan user to quickly see who a family is associated with. 

1. Here is the Family Details page highlighting the parish of registration and the Org Selector:

2. If the family is in multiple parishes and you click on the Org Selector, you will see a drop down menu like this:

3. If you select a different organization from the drop-down menu, your view will change to seeing the family the same way that organization would see it. See below for how this would appear:

4. From this screen, you can edit the details for this family and register them to this Organization.
   
   • If you click the Registration Status check box a warning window will appear confirming the change in registration.
   • Click OK

5. After changing the parish of registration you will be asked if you want to change the registration status to Active and if the registration date should be changed.

6. Click Save to save that edits you made to the Family Record and you will now see that this family is registered at the new organization:

Updated January 15, 2025 15:03