How to Add or Edit Life Events in a Single Member's Record


You must have Family Directory > Add/Edit permissions assigned to your login credentials to add or edit event data.

  1. Open Family Directory. Click  to display the Member List page.

  2. Find for the member whose record you want to add event data to. Then, click the member’s name link to open his or her Member Details record.

  3. To add life events data to the selected member's record, complete the following:

  1. Open the Events window. You can do this in several ways:

  1. In the Event Category dropdown list, select the desired category. Then in the Event dropdown list, select the event you want to add.

  1. If you want to indicate that the event is completed, select the Comp? checkbox. Otherwise, leave the checkbox deselected.

  2. If you want to specify a date or date range for the event, enter a date in the Start Date and/or End Date fields.

  3. As necessary, complete the remaining fields:

  1. Do one of the following:

 

Related Topics

About the Member List Page

 

 

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