PSFS Family Directory - Family List: How to move a member from an existing family into a new family record (Export to New Family) as the Head of Household

How to move a member from an existing family into a new family record (Export to New Family) as the Head of Household

  1. In the member record that you want to move....
    • Click the Edit Details button at the bottom of the screen.
    • In the new window, select Export to New Family.
    • You will be asked if you want to use the same address as is in the original family record.
      export_member_2_new_own_fam.jpg

  2. When you answer this prompt, you will be taken into the new family record. If you answer Yes, the address will be filled in; if you select No, you will be prompted to fill in the new address for this new family. 
    address_info.jpg
  3. From this screen, you may save the record. If you have additional updates, you may select Save & Edit. If you select Until you select one of the three Save buttons, no changes will have been made. Cancel will take you back to the Family List.
    save_buttons_at_bottom.jpg

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Comments

2 comments
  • Thank you! Having that Export button is a real time saver.

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  • So happy to hear it makes a difference for you, Cathy!

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