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Families

Delete a Family Record

  • To do this, you must have "All Access" to the Delete permission. If you don't see the option to delete a record, ask your administrator.

In the event that a family leaves your parish, you can delete the records from your database.

CAUTION: Deleting a record removes it permanently from your database. To hide the record without removing it, make it inactive instead.
  1. On the Information tab, click Families > Primary Information.
  2. Locate the family record you want to delete.
  3. At the top, click Delete Family.
  4. If the family has any donations or payments in any funds, a warning displays. Click Yes if you want to continue.
  5. If needed, select an option in the General Reason for Deletion list, and click Use/OK.
    Note: This dialog box only displays if the Ask for Reason on Significant Changes option is selected in the Initial Setup window.
  6. To print the information, select the options you want, and click Yes. To delete without printing, click No.
  7. If this record is not being used in another program, you can select to keep the data for future use.
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Last updated: October 29, 2024

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