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Adding additional household members.

Submitted Feb 01 by Michael Biolsi

**** NOTICE ****

Since this post was made, new features have been added to the program that have nullified this tip. You can find the new information at:

http://support.stafftool.com/forums/3020/entrie...

An excerpt from the announcement reads:

"Another usability feature that was added is more explicit duplication of people records. There is a new icon for people that is a little person with a plus sign. Click on this and the person will be opened up in a new form with all the relevant info filled out, but the first name will be "Copy of First Name" and a few things won't be carried over, like birthday, login account, relationships... So now instead of opening up a person you want to make a copy of and clicking the "save as new record" just click the duplicate button and make the changes and save, which will create a new record. Since the duplication is more explicit and doesn't carry over things that shouldn't be duplicated, it's more straight forward to quickly create new records using someone else as a template."

**** END NOTICE *****

 

A quick trick for creating additional members of a household is to click on the edit button of the member you already created, modify any information that you need to (like the person’s name, email, birthday, etc) and then click the “Save as a new record” button at the bottom of the page.

 

Comments

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Toby Sterrett
Stafftool Support

Yup, great tip. I’m going to pin this one to the home page.

Feb-02 2008 at 21:31.
 
 
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