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You can delete an organization if it's no longer valid. There are different processes for deleting an organization record based on whether the organization has scheduled events or not.

Note

Deleting a record removes it permanently from your database. To hide the record without removing it, make it inactive instead.

No Scheduled Events

 To delete an organization that has no scheduled events
  1. On the Information tab, click Organizations & Individuals.
  2. Locate the organization record you want to delete.
  3. At the top, click Delete Org.

    Useful Information

    If the organization you want to delete has scheduled events, the deletion process stops. You must first delete the organization's events. See Scheduled Events below.

  4. Click Yes.

Scheduled Events

 To delete an organization with scheduled events

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

  1. On the Information tab, click Organizations & Individuals.
  2. In the navigation pane, click Processes.
  3. Click Delete Organizations.
  4. Select the organization(s) you want to delete, then click Next.
  5. Confirm that you want to delete the organization(s) by selecting them again, then click Next.
  6. If you're ready to delete the organization(s) from the database, click Finish, then Close.

You can also delete multiple organizations at once, delete all events connected to the organization you are deleting, and delete an organization's charges, payments, and any balance dues.

 



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