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Family Processes

Remove Multiple Families

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

With this process, you can remove a group of families from your database.

  1. On the Families tab, click Families > Processes > Remove Families.
  2. Select whether to use automatic updating or individual entry. Click Next.
  3. If you selected automatic updating: Select whether to remove all families or to remove only those you select. Click Next.
    Note: For help with conditions, see the Additional Selections section in the topic, Report Selections.
  4. If you selected individual entry: Select a family, and click Add Family to List. Repeat this for each family you want to remove. When you're finished, click Next.
  5. Review your list. To exclude any records from processing, clear the checkbox. When you're ready to remove the selected families, click Next.
  6. To remove the records, click Finish.
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Last updated: February 28, 2024