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Adding a child to an existing family profile
Posted: Tue Dec 30, 2014 10:05 pm
by Marshall Graham
I need to add a child to a family's existing profile. Maybe I'm just not reading between the lines well enough, but the process just isn't quite intuitive enough for me. It seems as if this is something that would be done often enough that it would warrant at least a mention in the HELP file, but Nooooooo.
I'd appreciate a hollaback if you have a suggestion.
Thanks in advance for your help.
Re: Adding a child to an existing family profile
Posted: Wed Dec 31, 2014 10:20 am
by NeilZ
Marshall Graham wrote:I need to add a child to a family's existing profile. Maybe I'm just not reading between the lines well enough, but the process just isn't quite intuitive enough for me. It seems as if this is something that would be done often enough that it would warrant at least a mention in the HELP file, but Nooooooo.
I'd appreciate a hollaback if you have a suggestion.
Thanks in advance for your help.
You're adding a new personal profile ... simple as that ... (I'm assuming you're in Powerchurch and not PC Check-in)
From the Integrated Data Entry find the family, open that mailing record, go to the
Family Members tab, click on the
Add New Profile button under the family member listings, enter the data.
In the
built-in help - look under Personal Profiles -> Maintain Personal Profiles -> Adding a new Profile for another way of doing it.
Re: Adding a child to an existing family profile
Posted: Sat Jan 03, 2015 7:19 pm
by Marshall Graham
Neil, if you heard a big "POP", all the way to Pennsylvania, that was only the sound when I pulled my head out. The other family members already existed, but with a different family name/profile. Then, what a simple thing it was to simply "MOVE" that profile to another already-existing profile.
As always, thanks for your help.