Family Changes
A Family can be changed in 3 ways:
- Choose a different Primary Contact
- Move a person to a new Family
- Move a person to another existing Family
Some typical scenarios include:
Change Primary Contact
Click the "Change" button beside the Primary Contact (on the Family" tab), select another person and click "Save".
Move to a new or existing Family
Click the "Change Family" button to see the Change Family screen shown below. If you choose "Join an existing Family", remember that the search results only include Primary Contacts.
Marriage
If both people are currently listed in their parents' families, choose one of them (usually the one that will be Primary Contact) and:
- Click "Change Family" button and select "Create a new Family"
- Enter address and phone for this new Family
Finally, choose the second person and:
- Click "Change Family" button and select "Join an existing Family"
- Click "Choose family" link and search for first person and select them
Death
If the deceased is the Primary Contact, be sure to use the "Change" button to choose another person - if there are any other people in the Family.
Separation & Divorce
Choose one of the spouses and:
- Click "Change Family" button and select "Create a new Family"
- Enter address and phone for this new Family
If necessary, move any other family members using:
- Click "Change Family" button and select "Join an existing Family"
- Click "Choose family" link and search for first person and select them