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RickFrancom
RickFrancom ✭
February 24, 2022 edited July 16, 2024 in Family Tree

The procedure to "Add Someone" to my Planner has been changed. Where do I find the new instructions on how to "Add Someone"?

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  • Helping others
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Answers

  • Norm Jones
    Norm Jones ✭✭✭
    February 25, 2022 edited February 25, 2022
    https://www.familysearch.org/en/blog/how-to-use-the-planner


    0
  • RickFrancom
    RickFrancom ✭
    February 25, 2022

    When you go to "Add Someone" it no longer gives you the option "Select a Method". The options are

    (1) Add from Ward or Stake (2) Add by email (3) Copy Link. I serve in a Family History Center and I'm helping a patron that is not in my stake or ward. I have added a number of patrons in the past using their birth date and Helper number. How do I add someone who is not in my stake or ward?

    Thanks for the information on How to Use the Planner, but it needs to be updated.

    0
  • Brett .
    Brett . ✭✭✭✭✭
    February 25, 2022

    @RickFrancom

    Rick

    I am just another 'lowly' User/Patron ...

    [ And, I happen to be a Member of the Church ... ]

    Just in passing ...

    You are not alone ...

    'Yes' ...

    We can NO LONGER, add a User/Patron, through, to Our "(Consultant) Planner" (ie. in "Helper Resources"), by using the, "Helper Number"; and/or, "User Name"; and/or, "Date of Birth".

    Basically ...

    Short Answer: We can now ONLY do so, though an "Invite" by "E-mail"; and, including the "Link" provided.

    ie. They MUST "Accept" the "Invite"; BEFORE, we can "Add" them, to Our "(Consultant) Planner".

    [ Obviously, on the basis of "Privacy"/Security" ... ]

    Absolutely, RIDICULOUS I know; ESPECIALLY, when you are sitting with/next to, the User/Patron ...

    [ and, even MORE so, when the User/Patron, is a Family member/Relative ... ]

    Here are, just some, recent PREVIOUS posts; where, such was raised ...

    [ 1 ] ... 4 February 2022

    FamilySearch Help

    'Category' = General Questions

    HOME > FAMILYSEARCH HELP > GENERAL QUESTIONS

    Has FamilySearch done away with helper numbers?

    https://community.familysearch.org/en/discussion/115595/has-familysearch-done-away-with-helper-numbers

    https://community.familysearch.org/en/discussion/115595/has-familysearch-done-away-with-helper-numbers

    [ 2 ] ... 6 February 2022

    FamilySearch Help

    'Category' = FamilySearch Account

    HOME > FAMILYSEARCH HELP > FAMILYSEARCH ACCOUNT

    Disappearance of "Helper" feature

    https://community.familysearch.org/en/discussion/115738/disappearance-of-helper-feature

    https://community.familysearch.org/en/discussion/115738/disappearance-of-helper-feature

    [ 3 ] ... 7 February 2022

    "Groups" Section

    'Group' = All Temple & Family History Consultants

    HOME > GROUPS > ALL TEMPLE & FAMILY HISTORY CONSULTANTS

    Familysearch Helper Resources, FHAR and Messages Questions

    https://community.familysearch.org/en/discussion/115778/familysearch-helper-resources-fhar-and-messages-questions

    https://community.familysearch.org/discussion/115778/familysearch-helper-resources-fhar-and-messages-questions

    [ 4 ] ... 8 February 2022

    FamilySearch Help

    'Category' = Family Tree

    HOME > FAMILYSEARCH HELP > FAMILY TREE

    helper resources

    https://community.familysearch.org/en/discussion/115899/helper-resources

    https://community.familysearch.org/en/discussion/115899/helper-resources

    Furthermore ...

    Apparently, the use of such, must have either, been misused/abused, by some; and/or, considered a "Privacy" Breach - possibly BOTH.

    And, as such, has been WITHDRAWN ...

    Unfortunately ...

    The WITHDRAWAL of such, is just going to make things, that MUCH harder ...

    I REAL shame ...

    I know, that this certainly does not help/assist; but, I want to let you know that you are not alone ...

    Brett

    ps: I was advised, that those with "Authority", have requested, the REMOVAL, of the ability, to ADD Users/Patrons, to Our "(Consultant) Planner" (ie. in "Helper Resources"), by using the, "Helper Number"; and/or, "User Name"; and/or, "Date of Birth".

    pps: Really SAD ...

    .

    0
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