Change a Leader's Role

[Secretary Sue]

Note: This post only applies to the Cloud database's Windows App!

We've had some role changes - someone moving from one club & position to another. How do I make that change without creating a duplicate attendance record? I've tried to Archive or make Inactive the old role and make the new one Active but they both still show up for marking attendance and that is cumbersome and confusing when marking attendance. I'm sure I've not done something correctly!

[Rick Leffler]

Open the individual member record, then double-click the Role record shown in lower left of the Member form. This will open the Role dialog where you can change the current Club Name assignment. Click Save and Close and the session (aka attendance) records will be updated to reflect the new club name from the current club date forward.  (Tip: If you want the club assignment change to be effective on a particular club date, make sure THAT is the date you have selected as the Current Club Date in the main toolbar.)

[Secretary Sue]

Thanks so much, Rick! Hope you had a Happy Thanksgiving and will enjoy a Merry Christmas!