Whether you're planning for a conversion or just want to neaten up your records, you can use our new Clean Up Data process.

This process gathers information around families, members, financial data, phone and email types, and families shared with other programs (if applicable). It presents potential issues in your data, then allows you to view the affected records and perform any actions to clean up the data. For example, you can delete any unneeded archived family records, combine duplicate sacraments, and fix any missing or incorrect fund activities. You are in control of which changes, if any, are made.

Here's a cool feature within the new process: Click Show List to open a separate dialog box that displays the affected records. From this list, you can exit the cleanup process and go to each record in question. The list remains open so you can jump to the next affected record. When you're finished making the necessary changes, you can go back to the cleanup process and pick up where you left off.

For example, the process shows three families that don't have a head of household listed. You could use the Add Head button to make the oldest member the head, but let's say you want to go to each family and select a head of household yourself. Click Show List to open the dialog box, then click Go to Family to display the record in the Families window. Select a head for the first family and save the record. In the dialog box, click to go to the next family and repeat the necessary steps.

For details on all the features in this process, see Clean Up Your Data.