How to view or update a member's record
If a member's record currently has pending changes, you cannot edit the record until after the organization administrator reviews and accepts those changes.
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Click Member List to display the Member List page.
- If necessary, select the organization.
- In the Search field, type the name of the member whose information you want to view. Then, click the search icon (magnifying glass).
- Select the link under the member's name.
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To edit the record, click Edit Details. The form opens in edit mode, enabling you to make changes to the fields.
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Update the information as needed.
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Do one of the following:
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Click Save to save changes to the form in the database. The tab remains in edit mode to enable you to continue making changes.
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Click Save & Close to save the changes to the form. You exit the tab and return to the Member List.
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Click Close to exit the tab and return to the Member List. You are prompted to save or cancel changes.
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Click Cancel to cancel to exit the tab without saving changes.
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Click Delete to delete the selected family member's record.
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Updated