Shelby v5.11
Processing a Transfer
To process a transfer, you will need:
•The person’s membership/baptismal, or
•Shelby ID number.
You can only transfer peop...
From the Membership –
[Home Base] screen,
choose “Utility” (top of the
screen
A drop down list will appear
Click on “Multi...
Enter either the baptismal number or
Shelby ID number. Click in the circle by
which you are using and then enter
that numb...
Click “next”.
Click in the “to” box, and you
will get a message telling you to
press the F4 key on the top of
your keyboar...
Enter the last four digits of the
congregation they are transferring to
or the name of the congregation.
Click in the larg...
You will now be back to the previous
screen, and the name of the congregation
will be entered.
If you are transferring a f...
The message will appear, “You are about
to move (name of person) from
(Congregation enrolled) to (new
congregation) contin...
To transfer out of your congregation
To process a transfer out, you will need to determine the
congregation that they will...
To transfer out of your congregation
To process a transfer out, you will need to determine the
congregation that they will...
Upcoming SlideShare
Loading in...5
×

Tutorial - Transfer Congregations

109

Published on

How to enter a congregational transfer in the Community of Christ Shelby database.

Published in: Spiritual
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
109
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Tutorial - Transfer Congregations

  1. 1. Shelby v5.11 Processing a Transfer
  2. 2. To process a transfer, you will need: •The person’s membership/baptismal, or •Shelby ID number. You can only transfer people INTO your congregation. If you are transferring someone to the unknown, their mail status needs to be changed to “U” and if to General, to a “G.” •Contact must be made before transferring someone to the general category. If you need to transfer someone out of your congregation, please see the instructions below on “transfers out.” •Please do not transfer someone outside of your area without first updating their address and phone number.
  3. 3. From the Membership – [Home Base] screen, choose “Utility” (top of the screen A drop down list will appear Click on “Multi-Site Link Utilities” and then on “Membership Transfer.”
  4. 4. Enter either the baptismal number or Shelby ID number. Click in the circle by which you are using and then enter that number in the space provided. If you do not know the number, click on the box with 3 dots, beside the blank field. A new box will appear, and you can type the name of the person and press “enter.” Choose the name from the list. Click “ok”
  5. 5. Click “next”. Click in the “to” box, and you will get a message telling you to press the F4 key on the top of your keyboard.
  6. 6. Enter the last four digits of the congregation they are transferring to or the name of the congregation. Click in the large box under where you added the number/name. It should now list the name of the congregation you entered. If more than one is listed, click on the correct one and then click “ok.”
  7. 7. You will now be back to the previous screen, and the name of the congregation will be entered. If you are transferring a family, click in the box next to “Transfer entire Family.” Click “ok.”
  8. 8. The message will appear, “You are about to move (name of person) from (Congregation enrolled) to (new congregation) continue?” If this is correct, click “Yes,” and if not, click “No.” If you choose “Yes,” you will get another box saying, “Transfer complete.” Click “Ok.”
  9. 9. To transfer out of your congregation To process a transfer out, you will need to determine the congregation that they will be going to and contact that area so that they can be transferred in. To know who to send the transfer to, you can look on the Church’s website under “Directory” and “Find a Church”. Send the information to the mission center office, or you can contact Membership Records. It is important to remember that you should only transfer people into your congregation.
  10. 10. To transfer out of your congregation To process a transfer out, you will need to determine the congregation that they will be going to and contact that area so that they can be transferred in. To know who to send the transfer to, you can look on the Church’s website under “Directory” and “Find a Church”. Send the information to the mission center office, or you can contact Membership Records. It is important to remember that you should only transfer people into your congregation.
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×