“Pull a Family Over” (Add an existing family to your parish)
You will often hear "pull the family over". This essentially means, before adding a family to the database, search for the family across all parishes and if the family is found, click “add to church” from the search results. You can then work with the family record as it pertains to your parish relationship with this family. This prevents creating duplicate records.
You cannot do this in Family Explorer yet, so choose "Go to Classic View" at the far right of the Family Explorer screen.
There are three ways to add a family to your church: from the Family Search Screen, By selecting the Family at the Family Search Screen, or in the Churches Tab while in Family Maintenance.
Search for the family across all parishes using the criteria for All Statuses, All Churches. Check in multiple ways like “Van Steel, VanSteel, Van-Steel”. (Check that the address s matches the information you have).
Once you’ve located the family, in the search results screen click “Add to Church” from the far-right column. Choose your church from the pop up window. Click Save.
Once you’ve located the family, in the search results screen click the family name. Choose your church from the pop up window. Click Save.
If you are a linked parish, pulling a family from one of your parishes to another, this will be the method you use. Once you’ve located the family, in the search results screen click the family name. Go to the Churches Tab and click Add Church, select your parish from the list of churches.
The family record will be visible, and their Family Status will be “New Register.” Set their Family status as it relates to your parish (Religious Ed Only, Sacrament Only, Contributor Only, etc).
When you Click the Churches tab you will see that all of the churches this family has had a relationship with appear on the list of churches. You can now change the family status from “New Register” to whatever defines your parish relationship with the family, i.e. Religious Ed, Sacrament Only, Contributor, etc.
You can work with the family and members in the same way you work with registered families. Leave the family registered with their current church. (If the family is asking to be active and registered at your parish, check the circle next to your church, and make the family status Active)
When you go back to your Family Search Results you will see the family appear now as having a relationship with your parish. You will note your church name at the left, and “members” in the far-right column.
The administrative tab will indicate that this family “has envelopes”. If you are not assigning this family envelopes. Then you should un-check this.
added by Pyoung@gbdioc.org