Contact Previous Bishop

Discuss questions around local unit policies for membership (creating records, transferring records, etc.) This forum should not contain specific financial or membership information.
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Contact Previous Bishop

Postby showseason » Mon Dec 28, 2015 1:53 pm

The bishop asked me to mark a member, who is moving out soon, contact Previous Bishop. I know I can do this when I send a record out but what about a record that could be pulled by a new ward. Any way to mark it in LCR?

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Re: Contact Previous Bishop

Postby rontilby » Mon Dec 28, 2015 5:48 pm

You can set the "Contact Prior Leader" flag to Yes when entering the move membership out transaction; or
you can place a "Move Restriction" on the the member record which will prevent the record from being moved until the "Move Restriction" is removed.
With a "Move Restriction" in place, a unit requesting the record will get a popup informing the user of the move restriction and displaying current leader's name and contact information.

There is no way that I know of to flag a record for "Contact Prior Leader" in advance of actually moving the record out.

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Re: Contact Previous Bishop

Postby russellhltn » Mon Dec 28, 2015 7:13 pm

The only other alternative I'm aware of is to watch the transactions and when the record moves out, contact the unit leader.
Have you searched the Wiki?
Try using a Google search by adding "" to the search criteria.

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