How To: Separate Families

Sometimes, usually through an import or duplicate checking error, two families get combined into one. Be sure you understand how PTOffice stores family units. In order to fix this, the families must be split into two distinct families. Here's how to accomplish this...

Step 1: Go to one of the Parent's profile pages by searching for that contact in the Contacts module and clicking on their name.

Step 2: If you are trying to add this parent to a different existing family, begin typing that family name in the "Link to a Family" field. When you see the other family's name to link to, simply select that name and Save the profile. To add this parent to a new family, click the "Create New Family" link under this field.

Step 3: In the popup that appears, type the name of the new family you wish to create. If the last name is similar to another existing family, you can add a '2' to the end of the last to distinguish between the two family units. This 'Family Name' is not displayed to anyone except an admin.

Step 4: Click Save and and then Save the profile.

You have now separated this parent from the previously connected family. If needed, you can go to other parent's or children's profiles and move them to this new family in the same steps.

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