Constituent Records - updating and adding new families

Brooke Stickles · February 2020

Is there any way to update info for a family (such as address, phone, adding chidren) without having to do so under every record for that family?

It would also save so much time if we could add an entire family in one place (like the recent update for the kiosk check-in) instead of having to fill out everything over again for the spouse and children.

Austen Brown · February 2020

Brooke Stickles‍ - You can utilize Import for this; you need to know the basis of importing and the constituent's Constituent ID or Import ID. Here are a few resources that might be of use to you: RE Import User Guide and RE Import Tutorial.

Dariel Dixon 2 · February 2020

Addresses can be shared. Utilizing that functionality would help speed up that process considerably.

Constituent Records - updating and adding new families

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