tutorial - name change

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Shelby v5.11 Entering a Legal Name Change

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How to enter a name change in the Community of Christ Shelby database.

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Page 1: Tutorial - Name Change

Shelby v5.11

Entering a Legal Name Change

Page 2: Tutorial - Name Change

It is the policy of the church to record the legal names of its members. Do not record members under an alias or nickname. Enter nicknames in the “Salutation” field under “Demographics.”

Legal name changes can happen in connection with marriages, divorces, adoptions, or by court order. An effective date must be given for a court ordered name change. This information is entered in the notes section of the life event.

For women taking their maiden name as their middle name, the change should not be made to the system unless you have a legal document stating the change, unless the change was made at the time of marriage or divorce.

Steps for entering a name change or adoption follow:

Page 3: Tutorial - Name Change

• In the membership module, search for the member’s name.

• Double click on the name.

Page 4: Tutorial - Name Change

Make the changes to the name

Click on “Life Events”

Page 5: Tutorial - Name Change

Open the first life event recorded for that person

Add the date the change was made legal in the “Notes” section.

Click “OK” to save

Click “save and close” to finish

Page 6: Tutorial - Name Change

AdoptionsThe church recognizes and records all legally valid adoptions.

Any comments concerning the adoption should be put in the notes section of the first life event. Include:•The date the adoption was final•Who the adoptive parents are •The previous name of the person

o To change the name, follow the steps listed above for a legal name change.