As of July 12, 2021, this "Learn Veracross" site has been deprecated. It will remain live through December 2022, but will no longer be updated. All knowledge content has moved to the new Veracross Community. Please update your bookmarks.
Overview
When a couple divorces and one spouse moves to a new address, the spouse who moves out needs to be moved to a new household and relationship/custody records need to be adjusted accordingly.
Database Processing
Put the Moving Spouse Into a New Household
- Run a Find People query and click on the full name to navigate to the detail screen of the spouse who is moving to a new household.
- Click the Action menu
and click Create New Household For Person. Confirm when prompted.
and click Create New Household For Person. Confirm when prompted.Update the Person Record for the Person Moving Out
- On the General tab:
- Update Marital Status to "Separated" or "Divorced" and remove the spouse's name in the field below. The corresponding status will appear on the former spouse's marital status.
- Delete the home phone if it is now incorrect. The correct one will propagate from the new household.
- Click Update
to confirm all changes.
- On the Related People tab:
- Update the relationship field to "ex-husband/wife" as appropriate. The reciprocal relationship will appear on the former spouse's relationship record.
- Review the flags (Resident, Legal Custody, Parent Portal Access, etc.) for children and update as needed.
- Click Update
to confirm all changes.
to confirm all changes.
to confirm all changes.Update the Household Record for the Person Moving Out
- Navigate to the new household to update information associated with the household.
- Click the View Record button
next to the household a the top of the Related People tab to navigate to the household. - Update the home phone and address field as needed
- Click Update
to confirm all changes.
- Click the View Record button
next to the household a the top of the Related People tab to navigate to the household.
to confirm all changes.Other Changes
Directory Changes
When a new household is created, directory preferences are set to "N/A," but are updated in the nightly scripts based on member role. Read more about default directory preferences.
Development: Gift Management
In cases where the divorced couple made gifts to the school, the system will automatically handle hard credit for gifts. However, it is advisable to review soft credits, since any soft credits with the Household Soft Credit Type will not be included in giving history totals and reports. In order for them to count, changing the Soft Credit Type to "Other" will include them in the totals once again.
Development 3: Constituent Records
The system updates the constituent record to remove the divorced spouse from the existing constituent record and creates a new one for them.