How to move a contact to the Children module
You can easily move a contact from the Address Book to the Children module - perhaps if you've made a mistake when importing data or creating a child's profile in the Address Book inadvertently. Here's how...
Working within the Address Book and viewing the contact's profile page, select Move to Children from the drop-down More actions.
On the Move to Children confirmation pop-up, click
The Move to Children pop-up opens with all the contact's data pre-populated into the equivalent child fields. Review the information in the pop-up, perhaps adding known missing information, parent/carer details, and any 'required' custom field responses. Click Save to complete the process.
The contact is moved. All the details, My ChurchSuite & privacy settings, communication options, tags and key dates are retained. Event sign-up/invite history, small group membership and rota participation are unaffected. A Note is added against the child's profile summarising the move, including contact details that weren't moved i.e. where the data relates to the Address Book only.
Having moved the contact to the Children module you can now continue, perhaps adding the child's parents/carers and assigning the child to gatherings and groups as appropriate.