Move to Another Family
This article provides steps to move a person to another family in Directory.
A staff member can move family members to another family one at a time if necessary.
9a. Search for the family to which the member is moving.
All Giving and Form submission data will be migrated with the user into the new family. This user will have their relationship changed to Head of Household. If this user has their contributions tracked separately, you will see their data pre populated below.
10. Click on Move Member to process.
9b. If the family is not found click on Add New Family and enter the address before clicking on Move Member.
Note* Christina is now apart of the Guzman household.
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