Assign Family or Member Phones or 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.
  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 or email addresses 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 or email addresses 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.
  8. To post, click Finish.