Move People Button

The Move People button is used to move a name from one household or organization into another. You can move the name to an existing household or organization or create a new household or organization for the name.

To move someone from one household or organization to another, do the following:

Look up the household or organization with the names you wish to move.

1. From the Profile tab, in the Names list, select the name to move.
   1. Note that you may not move the primary name in a household or organization. If you want to move the primary name, you must first select a different name and make it primary.
2. Use the Move People button on the right margin. Select from one of these options:
   1. Person - to move this person to an existing household or organization. You are asked to search for the household or organization.
   2. New Household - to create a new household for this person.
   3. New Org - to create a new organization for this person.
3. Click on OK to make the move.
4. After the person has been moved, you may have to make some changes to the existing household, such as changing the household name so it no longer includes the name of the person who was moved.
   1. From the profile tab, click on Edit and make any changes on the attribute tab.
5. If you have created a new household or organization, look up the new entity and open the Bio screen. Any addresses, phones, emails, gifts, relationships, activities, events,  memberships, and so forth that were attached to the name you moved are present in the new household or organization. However, things that might have been attached to the household, like an address or phone, were not moved. Check the new household or organization to make sure it includes all of the information that you need about the person you have just moved.