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

If a member needs to be exported from an existing family into their own record and also moved to a new church of registration (your church), see this article.

  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

4 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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  • Is there any way to create instructions for reference purposes on how to import out of a family record AND change the parish of registration? For example: contacting the parish of record, have them move the member to a new record, and then they can be imported into a new parish, or create a way that when you search for a person/individual, it will provide the family name and Family duid id & parish, so you can contact the parish of record to have them to export them out so that you can export them in to the new parish

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  • Lisa, I added the answer to your question to the top of this article as follows: If a member needs to be exported from an existing family into their own record and also moved to a new church of registration (your church), see this article.

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