MEMBERSHIP MODULE

[PsalmistAnointing]

When entering new members, should they be in Intregrated Data Entry, Family and Personal Profiles? I am trying to perfect my intries; thus, I thought that asking this question would help me a great deal.

For example if I enter the head of household and the members of that household. Should each individual in that family have an additional profile of their own? Please HELP!!!!!

[NeilZ]

When entering new members, should they be in Intregrated Data Entry, Family and Personal Profiles? I am trying to perfect my intries; thus, I thought that asking this question would help me a great deal.

For example if I enter the head of household and the members of that household. Should each individual in that family have an additional profile of their own? Please HELP!!!!!

The easiest way to enter a new family is to use the Add Family Assistant.

Some background first.

The Family Mailing List profile is a profile that is used for mailings to an entire family, for instance, one copy of a monthly newsletter going to 5 church members in one family. It is also the record where the family address is kept, and referenced by the 'subordinate' profiles, the Personal Profile. This profile resides (for lack of a better word) under the Family Mailing List profile, and each family member (not only church members) should have a Personal Profile created. This profile contains all the pertinent data on a person (DOB, Join Date, Envelope number, etc), as you can see PERSONAL data.

The Integrated Data Entry is a Membership Module function that allows you to see a family as well as all the family's personal profiles. I basically use this function for all Membership updates, I rarely go into the Family Mailing List or Personal Profile updates as those functions can be done directly from the Integrated Data Entry.

If you use the Integrated Data Entry and have the Use add family assistant box checked, when you click on an Add button, the assistant will guide you through all the functions and data entry needed to add a new family . It will create the Family Mailing List Profile as well as all the Personal Profiles needed.

Hope this helps.

[PsalmistAnointing]

YES IT HELPED A GREAT DEAL!!

Thank you