Remove Track Separately

This article provides steps to remove track separately from a member to begin tracking the individual with the family again.

Most families in Directory track all member data within the family. If there was an instance where there was a need to give an individual member their own envelope number, for example, to send individual children envelopes in the mail, and they were marked as Track Separately to add those members to an envelope list, they can be removed from being tracked separately at any time.

Note: When an individual is tracked separately the individual’s data on the family contribution page could be seen, but the contributions were NOT included in the Family Tax Letter.  This will change  when track separately is removed, as the contributions will be included in the Family Tax Letter.

Steps to remove Track Separately and begin tracking the individual with the family again:

1. From Directory go to Families and Members in the main menu.

2. Click on the desired family to view Family Details.

3. Click on Family Member in the main menu.

4. Click on View Details of the member to track separately.

5. Click on the ellipsis to view the drop down menu.

6. Select Remove Track Separately from the drop down list. 

7. Click on the Remove Track Separately button to confirm the action. The member will no longer be tracked separately. The member will now be tracked with the family for contributions and be automatically removed from any envelope list they were added to while being tracked separately.

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