Streamlined family changes

Young Family Having Fun In Park

 

The “Change Family” screen has been a challenge — particularly for new clerks — because it combined several different types of changes on a single screen. If it has ever tripped you up, you will appreciate the way it has just been¬†streamlined to make it¬†faster and more intuitive.

Choosing a new Primary Contact is now a single, separate step. Just click on the new “Change” button beside the Primary Contact’s name on the “Person” screen (below).

"Person" screen with new "Change" button for Primary Contact.

“Person” screen with new “Change” button for Primary Contact.

This is what you will see when you click the “Change” button. Choosing a new Primary Contact is now faster and clearer.

Choose a Primary Contact.

Choose a Primary Contact.

The “Change Family” button is now exclusively for moving the person to a different family — a new one or an existing one. If the person you are trying to move is the Primary Contact, eAdventist will let you know if you need to choose a new one first.

primary_contact_alert

Here is the new, streamlined “Change Family” page. Enjoy.

change_family