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With this process, you can add family contact information to member records or add member contact information to family records.

In the Members navigation pane, click Processes > Family/Member Phones/Emails.

  

 To add family information to member records


Note

This process alters data. We recommend backing up your data before proceeding.

  1. Select Assign Family Information to Family Members.
  2. Select whether to add family phone numbers or email addresses to member records.
  3. Select whether to add only the first entry in the family's phone/email list or to add all entries.
  4. Select which member type(s) to add the family information to.
  5. Click Next.
  6. Make selections to build a list of members to update, then click Next.

  7. Review your list. If needed, add or edit any information.
  8. When you're ready to post information for the selected members, click Next.
  9. To post, click Finish.
 To add member information to family records


Note

This process alters data. We recommend backing up your data before proceeding.

  1. Select Assign Member Information to Families.
  2. Select whether to add member phone numbers or email addresses to family records.
  3. Select whether to add only the first entry in the member's phone/email list or to add all entries.
  4. Select which member type(s) to add the information from.
  5. Click Next.
  6. Make selections to build a list of families to update, then click Next.

  7. Review your list. If needed, add or edit any information.
  8. When you're ready to post information for the selected families, click Next.
  9. To post, click Finish.

   



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