Reassign or Copy a Student
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.
- 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.
- A child's parents divorce and split into two family records, and you want the child to display under both families.
Reassign a Member
- On the Information tab, click Students. Locate the appropriate record, then click Reassign/Copy Student.
- Select whether to create a new family record or add the student to an existing family.
- Enter or select the ID number or family name.
- If needed, select the checkbox to copy addresses, phone numbers, and email addresses from the old family record.
- When you're ready, click Reassign Student.
The "original" record is moved to the family you selected.
Copy a Member
- On the Information tab, click Students. Locate the appropriate record, then click Reassign/Copy Student.
- Select to copy the student's information into a new record in either a new family or an existing family.
- Enter or select the ID number or family name.
- If needed, select the checkbox to copy addresses, phone numbers, and email addresses from the old family record.
- When you're ready, click Copy Student.
You are taken back to the "original" record. To view the copied record, locate the other family you selected.