ShalomCloud now offers a convenient way to move a person from one family to another.
On occasion, you may have added a person to the wrong family. Or, you may have what are, in reality, duplicate records that you wish to consolidate. You may even have situations where families merge.
For any of these situations, we now offer a simple way to move a person from one family to another. It’s just a new field amidst the normal family/member maintenance.
Behind the scenes, there are a couple of clean-up actions that occur:
- The system checks to see whether there are any financial transactions tied to the ‘from’ family.
- The system checks whether there are any people remaining in that family.
If either is true, nothing further happens. Otherwise, the system goes ahead and deletes the ‘from’ family. If, for some reason, you want to see what was in the family record, you can go to the family/member audit trail to see those values.
Here is a very short video on this topic.
