Add Individuals from Other Office Programs

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

With this process, you can add records from Church or School Office to the Formation Office program through a shared data location.

  1. On the Information tab, click Students > Processes then, on the Student Processes tab, click Quick Add from Shared Data File.
  2. Select whether to use automatic updating or individual entry.
  3. To include deleted individuals, select the checkbox. Click Next.
  4. 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.

  5. 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.
  6. Review your list. When you're ready to add the selected records, click Next.
  7. To add the individuals, click Finish.