Moving Involvement Members¶
You can move a person from one Involvement to another one if the Involvements are in the same Division and the same Registration Type. Moving a person in this manner actually transfers their membership from one Involvement to the other. The person’s Enrollment Date in the new Involvement will be the current date. You can change the Enrollment Date if you need to do that.
If you need to move the person to an Involvement in a different Division, drop them from one Involvement and add them to the other one or use Manage Involvement Members.
See also
Important
You cannot move members from a Registration Form to a Join Involvement without losing the Registration Form data. Similarly, you cannot move members from a Join Involvement to a Registration Form. If you need to move members, make sure that you are moving them to an involvement of the same registration type with the same sub-groups.
Tip
You can use this same process (outlined below) during Promotion to move someone from one Pending Involvement to another Pending Involvement in the same Division. Just go to the Pending tab and click the person’s Member Type. Do not uncheck the Pending box, if you want to leave the person as Pending in the new Involvement.
Moving Individual Members¶
- Step 1
Click on the Pencil Icon under the Actions column for the individual to open the Member Dialog.
See also
- Step 2
The behavior at this step differs between Registration Forms and Legacy Join Involvements.
Click the yellow Move button. By default, the Move Registration Data option is selected.
- For Join Involvements:
This will copy the member’s sub-groups, question answers, and other registration data from the original Involvement to the new Involvement. If the Involvements were not online registrations, you can still leave the box checked to keep the member’s sub-groups.
- For Registration Forms:
This will copy the member’s sub-groups ONLY from the original Involvement to the new Involvement.
Important
Moving members on a Registration Form will NOT copy the Form Tab details, so please print any reports for this data prior to moving members. If you need the original registration details later, you can find them in the Registration History report.
Note
Sub-groups are copied by name. If the new Involvement does not have a sub-group with the same name, a new sub-group is created there. It is best practice to make a copy of the Involvement you will be moving members to, so the same sub-groups are already in place.
- Step 3
From the list displayed, select the Involvement into which you want to move the person. If this list is long, you can go to the next page. You can also type in part of the Involvement name and search for the Involvement.
- Step 4
You will see a prompt asking if you are sure. Click OK.
Tip
You can also perform this action from the person’s people record. Find the Involvement on their Involvement > Current tab and follow the same steps as listed above.
Moving Multiple Members¶
For certain use cases, you may want to use the advanced Manage Involvement Members page. It requires the ManageOrgMembers role. Please read the documentation carefully about the use cases and how to appropriately use that management page.
See also
Important
Registration fees and payments do not move with the member. After the move, the Fee, Paid, and Due amounts are blank in the member dialog of the new Involvement, and the transactions stay with the original Involvement.
If you move members who have paid registration fees, you will need to add a transaction in the person’s member dialog in the new Involvement in order to set the initial fee, and then associate the payments with that as the Parent Tran ID. Then you can make necessary adjustments to reflect payments already made. For a Registration Form, add a form on the person’s Forms tab first. Transactions cannot be added manually until there is a form. See Add Transaction or Make Adjustment.
Latest Update |
10/23/2026 |
Corrected how sub-groups move (they are copied by name and created in the new Involvement if missing), removed the incorrect statement about questions that cannot be saved as a sub-group, added the Registration History link, and clarified that fees and payments do not move with the member.