Add a contact as a member
Turn a contact into a member, in your own choir or a sub-ensemble: details and custom fields with the same name are taken over, active or passive.
Web
Chöre›Chor›Kontakte›Kontakt öffnen›Als Mitglied übernehmen
This feature is only available on the web.
Permission required: Members – Create & edit members
How to add a contact as a member
- Open the contact in Contacts and click "Add as member" (or ··· › "Add as member" in the list).
- Choose Copy or Move:
- Copy: the contact stays in the address book.
- Move: the contact is archived after the member is created.
- Choose the choir: your own, the main choir or a sub-ensemble. Projects are not possible.
- Click "Next". "New member" opens in the target choir, already filled in.
- Check the details, choose active or passive, voice and group, and create the member.
What is taken over
- Name, email, phone, mobile, address, birthday, IBAN, BIC and notes
- Custom fields with the same name in the target choir
- Not taken over: organisation, salutation, website, tax numbers, tags
Good to know
- Without an email the member starts as passive. Active members need an email and receive an invitation.
- If the contact is a guest at an event, they stay a guest there.
- You need the right to edit members in the target choir. To move, you also need the right to archive contacts.
Frequently asked questions
Are my custom fields taken over?▾
Yes, if the target choir has a custom member field with the same name (case does not matter) and the value fits. Other fields stay with the contact only.
What happens to transactions and invoices when I move a contact?▾
Nothing. The contact is only archived and keeps all its links. You can restore it at any time.
Related features
Edit a contact
Update an external contact's details — address, bank details, tags, notes and privacy fields. Existing records keep the details they were created with.
Kontakte (Adressbuch)
Archive or restore a contact
Hide contacts that are no longer active without losing data. Linked invoices and transactions stay valid, and you can restore contacts at any time.
Kontakte (Adressbuch)
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