You must have
Family Directory View + Add/Edit permissions to perform this task.
This topic shows you how to move a member from an existing family to a new family. This process comes in handy when you need to create a new family record for a divorced family member or for an adult member who moves into his or her own residence.
You must have
Family Directory View + Add/Edit permissions to perform this task.
On the Family List page, open the family record of the member you want to move.
Click the Member Details tab. Then, select the tab of the member you are moving.
Click 
to put the record in Edit mode. Then at the bottom of
the Family Details tab, click 
.
A message is displayed asking you to indicate whether the new record should use the existing family's address.
Click Yes or No to the prompt.
The Add New Family page is displayed. This page is populated with information from the member’s tab in Member Details.
Review the details in the newly created record. Then, do one of the following:
If you want to cancel
the Add New Family process, click .png)
.
If necessary, edit the record. Then, save your changes using one of the Save button options.
If information in the record is accurate, save it using one of the Save button options.
After you save the information, the system does the following:
Removes the member from the original family and creates a new family record with its own Family DUID.
Assigns the parish that made the move as owner of the new family record.
On the Family Details tab in both the original and new family records, documents the move in the Notes section.
Notifies the parish of registration about the move. (Other parishes to which the original family is associated with do not receive notification.)