SOAR

For those customers who have already added members as Members you have two methods for upgrading to the Roster feature.

1. You can edit your existing members to assign parents/youth, groups, and leadership positions. If you use this method you need to first edit each Group and designate it as Active.
2. You can delete all your members, use the Roster Import Feature, and then reassign members to Email Lists.

Either method will take a little work to get the new data into shape. Unfortunately, there is no way for SOAR to automatically assign parents, children, and groups with the existing information contained in the Members.

Once you have upgraded, you should use the Check Roster feature to find any missing pieces in your roster data.