Reassign or Copy a Member
You can reassign an individual to another family, create a new family record using their information, or copy the individual's information to a new record.
Reassigning a member means you move their entire record from one family to another. Examples of when you would reassign a member include:
- A child goes to live with grandparents, and you need to transfer the child's record to the grandparents' existing family record.
- A young adult graduates, and you want to remove them from their parents' record and start a new family record of their own.
- A person gets married and moves in with their new spouse, and you need to "merge" the records into one family record.
Copying an individual means you copy all the data from their record into a new member record in another family. The existing record remains in tact in the "old" family. One example of when you would copy a member is:
- A child's parents divorce and split into two family records, and you want the child to display under both families.
CAUTION: When you copy a record, this is a one-time copy of the original record. It is not a link to it or a shared record. After copying, if you update any data on one record, it is not updated on the copied record.
Reassign a Member
- On the Information tab, click Members. Locate the appropriate record, then click Reassign/Copy Member.
- Select whether to create a new family record or add the member to an existing family.
- Enter or select the ID/envelope number or family name.
- If needed, select the checkbox to copy addresses, phone numbers, and email addresses from the old family record.
- If the member has any fund information associated with their record, you can select whether to reassign the payments to the new family or apply them to the current family.
- When you're ready, click Reassign Member.
The "original" record is moved to the family you selected.
Copy a Member
- On the Information tab, click Members. Locate the appropriate record, then click Reassign/Copy Member.
- Select to copy the member's information into a new record in either a new family or an existing family.
- Enter or select the ID/envelope number or family name.
- If needed, select the checkbox to copy addresses, phone numbers, and email addresses from the old family record.
- If the member has any fund information associated with their record, you can select whether to reassign the payments to the new family or apply them to the current family.
- When you're ready, click Copy Member.
You are taken back to the "original" record. To view the copied record, locate the other family you selected.