How to update the member and family records when a member gets married

Use Case: We had two members get married. 

1. Determine which record will be the head-of-household and create that new family record first by following the instructions that match their current status. More than one may apply:
   • If the new head-of-household is a person who is registered with another parish and who belongs to a multi-member family, you may* move this member into your parish as a registered member. After this, you may skip down to add the spouse to this new family record, #2. 
   • If the new head-of-household is a person who is registered with another parish and who belongs to a single-member family you must* register the member with your own parish. After this, you may skip down to add the spouse to this new family record, #2.
     * Make sure this person gets their contribution statement to date from their original church because the contributions do not move.
   • If the new head-of-household is an existing member from a multi-member family move the member from their existing family into their own new family record.
   • After this, you may skip down to add the spouse to this new family record, #2.
   • If the new head-of-household is an existing member from a single-member family, go to the next section on how to add the spouse to this family record.
2. Add the spouse to the new family record created in step 1 by following the instructions that match their current status. More than one may apply:
   • If the spouse is a person who is registered with another parish and who belongs to a multi-member family, you may *move this member into your parish as a registered member. This person would then qualify for the bullet after next. 
   • If the spouse is a person who is registered with another parish and who belongs to a single-member family you must *register the member with your own parish. This person would then qualify for the next bullet.
     *Make sure this person gets their contribution statement to date from their original church because the contributions do not move.
   • If the spouse is an existing member from a single-member family you must **import the member from a single-member family into their new family record. 
   • If the spouse is an existing member from a multi-member family **move the member from their existing family into their own new family record.
     **If the spouse's contributions were associated with their original family record rather than with their member record, this may be handled as follows:
     1. Create a batch which moves each contribution from the original family record to this new family record

Once the head-of-household and spouse are both members of the same family record, you will want to do the following: 

• Link the spouse to a marriage record
• Enter the marriage sacrament
• Update the member roles and salutations.

Updated October 02, 2024 12:38