The procedure to "Add Someone" to my Planner has been changed. Where do I find the new instructions on how to "Add Someone"?
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.
I am just another 'lowly' User/Patron ...
[ And, I happen to be a Member of the Church ... ]
Just in passing ...
You are not alone ...
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".
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
'Category' = General Questions
HOME > FAMILYSEARCH HELP > GENERAL QUESTIONS
[ 2 ] ... 6 February 2022
'Category' = FamilySearch Account
HOME > FAMILYSEARCH HELP > FAMILYSEARCH ACCOUNT
[ 3 ] ... 7 February 2022
'Group' = All Temple & Family History Consultants
HOME > GROUPS > ALL TEMPLE & FAMILY HISTORY CONSULTANTS
[ 4 ] ... 8 February 2022
'Category' = Family Tree
HOME > FAMILYSEARCH HELP > FAMILY TREE
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And, as such, has been WITHDRAWN ...
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 ...
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 ...