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If you have personnel who are also members at your parish, you can "link" their records. That way, if you change any information on either record, it's updated in both places.

For example, if you change the phone number for the member, the phone number for the personnel is changed, too.

 To link a member record with a personnel
  1. Locate the personnel's record.
  2. In the Primary Information window, click Link beside the Personnel ID.
  3. Select the member name that you want to associate this personnel record with.
  4. Select whether to replace the personnel fields or the member fields with the existing information from the other record. Blank fields do not replace existing information, no matter which option you select.
  5. Click Use/OK.
  6. Click Save.

 

Once you link records, you can quickly switch between them. When you're on the personnel record, click Go to Member in the Primary Information window to view the member record. On the member record, click Go To in the Personal window.



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