Changing a contact's family

Contacts are attached to families. When you need to move a contact to a different family (e.g. when they get married), follow the steps below to change the family. This method creates a new family while keeping all ministry groups, church life events, birthday, photo, giving information,etc., intact.

  1. If both contacts are in your system, begin by searching for the contact who is leaving their current family to be put in a new one. Search for contacts in the top bar.

  2. On the Personal Information Page, beside the Family field, select Change. Family change button.

  3. Select the other Contact’s family in the Move to field, Family change Move To Field.

    • Once you have selected the new family, you can change the last name back to the contact’s original last name (if needed). Last Name.
  4. Select Save to complete the family change process.

Last Updated: Apr 23, 2020

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