With this process, you can delete or inactivate families that haven't given or pledged within a specified period of time.
In the Families navigation pane, click Processes > Delete/Inactivate Based on Giving.
This process alters data. We recommend backing up your data before proceeding.
Select whether to delete families or make them inactive.
- If you share data, select whether to make deleted families available or delete them from shared data.
Enter a date range, then click Next.
Select whether to delete/inactivate all families or only those you select, then click Next.
- Review your list. When you're ready to delete/inactivate the selected families, click Next.
- To delete/inactivate the records, click Finish.