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RealmRealm AccountingMinistryPlatformPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Minister Processes

Delete Direct Assignments

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

With this process, you can remove the direct assignments from multiple minister records at the same time. This information displays in the minister's Assignment Options window.

  1. On the Information tab, click Ministers > Processes > Remove Direct Assignments.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. Select the date range of the direct assignments you want to delete, and click Next.
  4. If you selected automatic updating: Select whether to remove direct assignments for all ministers or only those you select. Click Next.
    Note: For help with conditions, see the Additional Selections section in the topic, Report Selections.
  5. If you selected individual entry: Select a minister, and click Add Minister to List. Repeat this for each minister whose direct assignments you want to remove. When you're finished, click Next.
  6. Review your list. When you're ready to remove direct assignments for the selected ministers, click Next.
  7. To delete the direct assignments, click Finish.
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Last updated: February 28, 2024