Moving profiles- troubleshooting

[mbenjamins]

Everytime I try to move a profile into my archive family I get a grey box pop up that says:
Moving Household
altering any skills/activity data

An hour glass pops up and nothing happens!! What am I doing wrong? Let me know, Mary Ann

[NeilZ]

Everytime I try to move a profile into my archive family I get a grey box pop up that says:
Moving Household
altering any skills/activity data

An hour glass pops up and nothing happens!! What am I doing wrong? Let me know, Mary Ann

Could you explain what you mean by an 'archive family' ?? From what I'm assuming its someplace you move old personal profiles ?? How many names are under that 'family', and when was the last time you re-indexed the database ??

[mbenjamins]

Hi again! I have a family I call archive and that's where I put any profiles that have moved on to a new church or who have gotton married, etc. If you have a better solution for archiving profile, them I'm all ears!! In any case, there are 99 members in this family, but the person who trained me said they had about 450 members in their archive family! However, since you asked and I noticed that the number was 99 I created a second archive family and now it is working!! I also didn't know what you meant by indexing-can you tell I've only been using this program for a short time?? In any case, I also looked that up and I've reindexed the membership files for the first time. Thanks for your help!! Mary Ann

[Zorak]

It is only possible to have 99 members of a single family. The "Directory Sequence" field records the "person number" in the family and is only a two-digit field in the database.

Rather than moving everyone into a single family (where you lose their address, phone number, family grouping), why not simply uncheck the "Include in Membership Module Reports" box on the Family Mailing List record? This will keep the family and all members of the family from ever showing up on reports run from the Membership menu.

You can also uncheck the "Include in Mailouts" box to keep them from showing up in Mail Merges or Mailing Labels.

Assign Mailing Category and Personal Status codes of "Moved away" or "Archived", so that you can exclude them easily from selections.

[NeilZ]

Hi again! I have a family I call archive and that's where I put any profiles that have moved on to a new church or who have gotton married, etc. If you have a better solution for archiving profile, them I'm all ears!! In any case, there are 99 members in this family, but the person who trained me said they had about 450 members in their archive family! However, since you asked and I noticed that the number was 99 I created a second archive family and now it is working!! I also didn't know what you meant by indexing-can you tell I've only been using this program for a short time?? In any case, I also looked that up and I've reindexed the membership files for the first time. Thanks for your help!! Mary Ann

The best way to do this is to NOT move the people into an 'archive' but to change their profile statuses; family and personal profile, to something else like a status of ARCHIVED, and removing the check marks from the blocks on the Family Mailing List profile. This effectively removes the family from all reports, yet does not delete them from the database.

Moving them into an 'archive' really does nothing except lose alot of data such as mailing address, then makes it very awkward to pull any sort of information about them.

You can add new status codes in both Mailing List and Personal Profiles areas.

You may want to see if your church would pay for some training, there are new Online Powerchurch training courses available :

https://www.powerchurch.com/training_cl ... s_list.php

[NeilZ]

Hmmm ... cross posted there