If Legacy information exists for a household, it will be shown in a separate grid at the bottom of the E-Contacts (Phones/Email/Other) dialog for the household. To convert records:


Select a record in the Legacy grid:

  • If the record is no longer needed, click the "Delete Legacy Record" button in the toolbar (or use the right click pop-up menu option) to remove it. (This may be needed if there were multiple records for Mom's cell phone that were each linked to a different clubber. Only one needs to be converted.)
  • To keep the record, click the 'Convert Legacy Record" button in the toolbar to open the conversion dialog.


Conversion dialog: Data from the Legacy communication record is shown as read-only text for each field to use as a reference. Complete the information for each field as follows:


Contact Name:

  • If the person is already in the database as a member of this household (like a leader who is a parent) - select the person in the 'Contact Name' dropdown list of all household members/contacts.
  • If the person is NOT already in the database (like a parent who is not a leader) - click the "Add New Contact" button at the top of the dialog. You will need to provide a minimal amount of data, such as Name, Gender, Contact Type and Relationship. When the person is added, the name will show in the Contact Name field.
  • If the person is already in the database, but as a member/contact in another household (like a leader who will be an emergency contact for this household) - click the "Add Contact from Another Household" button at the top of the dialog. Select the person from the 'Contact from Another Household' dropdown list of all members/contacts and complete the Relationship and Contact Type of the person for THIS household. When the person is added, the name will show in the Contact name field.
  • For a Home Phone or a shared email address, select "Household" as the Contact Person.

Type, Phone number / Email address, Carrier, OK to Text and Private:

  • populated based on the existing record; edit as needed
  • NOTE: some existing values for Type may be invalid (i.e. 'Emergency' which is now a Household Contact Type or 'Phone' which should use 'Cell Phone' in most cases). Select a new value from the dropdown list.