Greggo wrote:I second that. The same for e-mail.
It would also be very helpful for the address fields in cases where a member is not moving but only switching to a YSA or foreign language ward - or possibly even more likely, to the ward in which boundaries they already reside.
I also agree regarding maintaining persistence of cell phone number and email addresses when records are moved to a new unit.
In the special case where the physical address of the household is not changing, but their records need to be moved to a new unit, you might consider using
Membership/Moves/Boundary Realignment as opposed to
Membership/Moves/Move Records Out. Moving the record in this way preserves the contact information and address(s) in the records and saves you from having to manually enter the information.
Boundary Realignment record moves are household based. So if you need to move an individual record to a YSA unit and the membership record is not already in its own household, this method would actually involve more effort than just doing a normal
Move Records Out. You would first have to remove the member from the current household and assign the member as head of a new household. This process requires that you to reenter contact information and address(s) for the new household, which is what you are trying to avoid in the first place.
So this workaround will only help in some cases.
MLS feature recommendation:
Add a checkbox control on panels where you are asked to enter contact information or addresses for a household or individual that lets you choose to preserve the existing data. This would be helpful in at least these two situations:
- You need to assign a membership record to a separate household but the member is not moving to another unit. For example, a young man starts attending Elder's Quorum. Due to some special need, it is decided that he will be assigned his own HT, other than the one assigned to the household. In order to make the assignment in MLS and record visits, the young man needs to be moved to his own household. Currently, when making this change, you are required to reenter contact information and addresses or leave them blank.
- You need to move a membership record to another unit, but there is no change in address or phone. For example. a young woman begins attending the YSA ward. You use the Membership/Moves/Move Records Out to move her membership record. Here again, you must either reenter the data or leave it blank.
The clerk should have the option of preserving the existing data in situation like these.
