Address Change Roadmap

Discussions about the Leader and Clerk Resources on lds.org.
accampbell
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Address Change Roadmap

Postby accampbell » Sun Jan 15, 2012 6:45 pm

Is the ability for a clerk to update an address / phone number / email through the lds.org sign-in (directory) on the feature roadmap?

jdlessley
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Postby jdlessley » Sun Jan 15, 2012 7:43 pm

The e-mail address can already be done by any default ward administrator (ward clerk is a default administrator) except the ward website administrator. The bishop has edit capabilities for certain other data. I cannot confirm what. We can expect the clerk to edit this information sometime in the future.
JD Lessley
Have you tried finding your answer on the LDS.org Help Center page or the LDSTech wiki?

eblood66
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Postby eblood66 » Sun Jan 15, 2012 11:17 pm

jdlessley wrote:The e-mail address can already be done by any default ward administrator (ward clerk is a default administrator) except the ward website administrator. The bishop has edit capabilities for certain other data. I cannot confirm what. We can expect the clerk to edit this information sometime in the future.


Clerks (and bishopric members) can already edit address, phone numbers and emails in the leader/clerk portals. However, you can't request records or move them to another unit (at least not yet). As far as membership data goes, the ward clerk and membership clerk can edit everything the bishop can.

accampbell
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Postby accampbell » Mon Jan 16, 2012 8:50 am

eblood66 wrote:Clerks (and bishopric members) can already edit address, phone numbers and emails in the leader/clerk portals. However, you can't request records or move them to another unit (at least not yet). As far as membership data goes, the ward clerk and membership clerk can edit everything the bishop can.


Where can I find out how to do this?

eblood66
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Location: Cumming, GA, USA

Postby eblood66 » Mon Jan 16, 2012 10:43 am

accampbell wrote:Where can I find out how to do this?


The help information is kind of sparse. As far as I can tell it's only mentioned in the release notes for the most recent version.

Here's a summary:

1. Access the Leader or Clerk Portal using Tools > Leader Resources or Tools > Clerk Resources.
2. Click on Membership > Member List
3. Click on a member to show their details
4. On the Individual tab click on Edit.

You can also use the Member Lookup box in the upper right part of the screen to quickly get to a specific member.

jonesrk
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Postby jonesrk » Mon Jan 16, 2012 10:53 am

accampbell wrote:Where can I find out how to do this?

Look at the clerk resources help.

If you are in the clerk resources just look up the member you want to update and you will see edit links by the contact information.
Ryan Jones
CDOL Developer
Stake Technology Specialist - Software / Stake Assistant Clerk
Former Ward Clerk


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