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.
Adding a child to an existing family profile
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Re: Adding a child to an existing family profile
You're adding a new personal profile ... simple as that ... (I'm assuming you're in Powerchurch and not PC Check-in)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.
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.
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.
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- Posts: 6
- Joined: Wed Mar 20, 2013 12:52 pm
Re: Adding a child to an existing family profile
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.
As always, thanks for your help.