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Family Processes

With family processes, you can update information in multiple family records at the same time. There is no limit on the number of records you can process at one time.

CAUTION: For processes that alter data, we recommend creating a backup first.

On the Information tab, click Families > Processes. Pick a topic in the navigation menu to learn more about it.

Employee view only:

ACST Employees: There are two buttons on the Family Processes screen in Test Mode:
  • Merge Data - Merges data sets. Select the merging options and match options, then select which program has the best data and sacrament data. You can also see duplicate members by clicking Show Dup Mems.
  • Fix Rec Nums - Fixes issues related to family funds.