Add family members

When you add a family, you don't have to type the same address again and again. Add family member saves the person you're on and opens a new blank form with the family's last name, address and home phone already filled in.

Steps

1. Choose Members, then Add member (or Add visitor for a visiting family).
2. Fill in the first person, such as a parent.
3. Choose Add family member instead of Save. ECM saves them and shows a message, then opens a new form for the next person.
4. Enter the next person's first name, and anything that's different, such as their own email or birthday.
5. Repeat for each person. On the last one, choose Save member.

Things to know

• Every person is their own record. ECM doesn't join a family together; family members simply share an address, which makes them easy to find with one search.
• If ECM warns you that someone with the same name already exists, you can still choose Add this member anyway, and it carries on with the next family member.
• If someone moves house, select the family on the members list and choose Update address to change them all at once. See Members and visitors.