2019 is coming to a close, so it's time for your books to do the same!

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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.


 To delete or inactivate families


This process alters data. We recommend backing up your data before proceeding.

  1. Select whether to delete families or make them inactive.

  2. If you share data, select whether to make deleted families available or delete them from shared data.
  3. Enter a date range, then click Next.

  4. Select whether to delete/inactivate all families or only those you select, then click Next.

  5. Review your list. When you're ready to delete/inactivate the selected families, click Next.
  6. To delete/inactivate the records, click Finish.

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