Add Individuals from Other Office Programs
With this process, you can add records from Church or School Office to the Formation Office program through a shared data location.
- On the Information tab, click Quick Add from Shared Data File. then, on the Student Processes tab, click
- Select whether to use automatic updating or individual entry.
- To include deleted individuals, select the checkbox. Click Next.
- If you selected automatic updating: Make selections to build your list of records to process, then click Next.Note:
For help with conditions, see the Additional Selections section in the topic, Report Selections.
- If you selected individual entry: Select an individual, and click Add Family Member to List. Repeat this for each record you want to process. When you're finished, click Next.
- Review your list. When you're ready to add the selected records, click Next.
- To add the individuals, click Finish.