PSFS Family Directory - Family List: How to update the member and family records when a member gets married

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

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 mustregister 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 new 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 in one of two ways:
      1. Create a batch which moves each contribution from the original family record to this new family record or
      2. Rename the fictitious member to the name of the member with the word "legacy" after (or some other indication that it is a record from before the merge. This will keep intact any historical information associated with this member before the merge.

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

 

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