Transfer members between campuses

When a member moves, changes campus within the same church, or a campus merges with another, transfer instead of delete-and-recreate. Transfer preserves the full history.

What’s preserved

• ✅ Attendance history
• ✅ Donations (still count toward tax receipts)
• ✅ Baptism, marriage, and other recorded sacraments
• ✅ Cell-group membership (if the destination group exists)
• ✅ Role permissions (if scoped to the original campus, reassigned)

What changes

• The member’s current campus
• Which campus pastor sees them
• Which reports they appear in

How to transfer a member

1. CRM → [Member] → Actions → Transfer.
2. Select the destination campus.
3. Optional: if the member is in groups, decide what to do with each (keep, end membership, or suggest one in the destination campus).
4. Optional: add a transfer note (reason). Shows in the audit log.
5. Confirm.

Transfer is immediate.

Bulk transfer (family)

If a whole family moves, transfer the family, not each member individually:

1. CRM → Families → [Family] → Actions → Transfer family.
2. Select the destination campus.
3. Confirm.

All family members transfer in a single operation. Important for keeping minors and their authorized pickup people together.

Merge campuses

If you’re closing a campus and moving its whole congregation to another:

1. Settings → Campuses → [Source campus] → Merge into.
2. Select destination.
3. Review the summary: how many members, families, groups.
4. Confirm.

The merge:

• Transfers all active members to the destination.
• Archives the source campus.
• Keeps the source campus’s audit history accessible.

Audit

Each transfer generates two events:

{ "action": "member.transfer.from", "campus_id": "c_north", "member_id": "m_42" }
{ "action": "member.transfer.to",   "campus_id": "c_downtown", "member_id": "m_42" }

Visible in the audit log.