Add Families to Other Office Programs

Before using this feature, make sure you've selected Allow Formation Office to Add/Delete Records in the Initial Setup window.

If you share data with Formation Office, you can quickly add families to that program from within Church Office.

  1. Locate the family you want to add in other programs.
  2. Click the plus button white plus sign in a green square to add the family in Formation Office.
  3. Click Yes to confirm that you want to add the family in the other Office program.
  4. Select the family members you want to add to the family in the other Office program, then click Use Marked Member(s).

Once the family is added to the other program, the plus buttons change to the icon for Formation Office Formation Office program logo. In the other program, the Church Office icon Church Office program logo displays on the family record. If you need to remove the family you added in Formation Office, you can click the program icon.