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Member Processes

Assign Family or Member Phones and Emails

CAUTION: This process alters data. We recommend backing up your data before proceeding.

With this process, you can add family contact information to member records or add member contact information to family records.

Tip: If you always assign family phones/emails to member records, you can select Automatically Add Family Phones/Emails to Members in the Initial Setup window. That way, you don't have to run this process every time!
  1. On the Information tab, click Members > Processes > Family/Member Phones/Emails.
  2. Decide whether you want to add family information to member records or add member information to family records.
  3. To add family information to member records:
    1. Select Assign Family Information to Family Members.
    2. Select whether to add family phone numbers, email addresses, or both to member records.
    3. Select whether to add only the first entry in the family's phone/email list or to add all entries.
    4. Select which member type(s) to add the information to.
  4. To add member information to family records:
    1. Select Assign Member Information to Families.
    2. Select whether to add member phone numbers, email addresses, or both to family records.
    3. Select whether to add only the first entry in the member's phone/email list or to add all entries.
    4. Select which member type(s) to add the information from.
  5. Click Next.
  6. Make selections to build your list of records to process, then click Next.
  7. Review your list. If needed, add or edit any information. When you're ready to post information to the selected records, click Next.
    Note: Whether you selected to add only the first entry or all entries, the grid displays ALL the entries that will be listed on the record once you complete the process. This includes those that currently exist on records and those that you add during this process.
  8. To post, click Finish.
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Last updated: December 10, 2024

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