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Moving a family member to an independant entry
Posted: Fri Mar 20, 2009 8:59 am
by dynamite
I am trying to move one family member to thier own independent record.
I am unable to figure that one out.
can anyone help please?
thank you.
Re: Moving a family member to an independant entry
Posted: Fri Mar 20, 2009 11:30 am
by NeilZ
dynamite wrote:I am trying to move one family member to thier own independent record.
I am unable to figure that one out.
can anyone help please?
thank you.
1. Create a new Family Mailing List record for the family member.
2. Move the family member from the current Mailing List Record, to the one you just created.
That's it !!
Posted: Fri Mar 20, 2009 2:02 pm
by John Dykema
Neil, with all respect, shouldn't you also have said to then go to the Personal Profile of that member and "Move" the profile to the new mailing list record?
Posted: Fri Mar 20, 2009 3:50 pm
by Zorak
It looks like that is step 2 in his post.
Neil's description of the process makes sense if you are working in Integrated Data Entry instead of Maintain Family Mailing List.
Posted: Sat Mar 21, 2009 10:24 am
by NeilZ
Zorak wrote:It looks like that is step 2 in his post.
Neil's description of the process makes sense if you are working in Integrated Data Entry instead of Maintain Family Mailing List.
Yep. That's usually the mode I work in when doing Membership stuff ... easiest way to access all the data at one time.
I should have clarified that at the beginning
