Move to New Family

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How to automatically create a new Family record from an existing family member.

Use this in the following situations:
  • A child groups up and moves out.
  • A divorce.
When viewing the Member details, click the "Move to New Family" button.
 
This will bring up a page where you can enter more details (address and relationship) and confirm by clicking Move Member.
 
 
Optionally you can specify the relationship between the member being moved and the family (one of the existing members).
In the example pictured above, Chaim is moving out of his his father's home. His new address is on Flower St and we are specifying the relationship.
 
All of Chaim's details are moved along with him and don't need to be re-entered. This includes email, mobile, member categories, DOB and notes.
Optionally, Family categories can be copied to the new record and a relationship can also be created.
Article ID: 3796, , Modified: March 26 at 1:35 PM

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