Search
Expand Article

Last Updated: 12/11/14

Changing a Person’s Household

Occasionally you will need to move a person to a new or different household.  When a person leaves home, marries, or divorces,  move them to another household rather than deleting and recreating their record.  We recommend printing a hard copy of the person's record, especially any attached contributions, prior to the move.

  1. On the People--General Info page, find the person you want to move to another household. 

  2. Click Common Tasks and select Move this Person to a New/Different Household.

  3. Select an existing Household to merge this person with or type a new household name.

  4. If Contributions are attached you will be prompted on how to proceed.  Based on your security role the following behavior would be experienced:

    a. If your security role gives you permission to edit contributions, you will be allowed to move the record to a new household &/or merge the record.

    b. If your security role gives you permission to move the record to a new household BUT you do not have permission to merge records, you will only be able to move the record.  If the record being moved to a new household has contributions associated with it, you will be prompted to choose whether you want to track this persons contributions separately or merge them with the household - *this should be confirmed with the individual being moved to the new household in the case of marriage.

    c. If your security role gives you permission to move the record and merge records, you will be allowed to proceed and will be prompted accordingly.  

    Please read all prompts completely before making your selection.  If the record being moved to a new household has contributions associated with it, you will want to confirm if the individual being moved wants their contributions tracked separately or combined with the new household. 

  5. If the move is a result of marriage or divorce, make sure to add the name of the new spouse to the Household Name field or remove the name of an individual from their former Household Name field.  You may need to adjust the Last Name field and the marital status and anniversary date as well.  See below.

  6. All information directly associated with the person will move with them (e.g. status history, personal communication information, involvement, attendance, etc).  What won't follow the individual to their new household is former household information (e.g. home address, home phone, family type, etc).

Marriage,  Divorce, and Death

See Household Changing Events 

A Special Note about Check in Tasks in Divorced Families

If your ministry uses Elexio Check-in, families will be able to allow other check-in users (i.e. the ex-husband or wife) to perform check in tasks for members of the household.  To learn about this type of access visit Account Linking.

Back to Top