Delete Families Based on Their Giving History

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

With this process, you can delete or inactivate families that haven't given or pledged within a specified period of time.

  1. On the Information tab, click Families > Processes > Delete/Inactivate Based on Giving.
  2. Select whether to delete families or make them inactive.
  3. If you share data, select whether to make deleted families available or delete them from shared data.
  4. Enter a date range, then click Next.
  5. Select whether to delete/inactivate all families or only those you select, then click Next.
  6. Review your list. When you're ready to delete/inactivate the selected families, click Next.
  7. To delete/inactivate the records, click Finish.