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Family Processes

Activate or Inactivate Family Records

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

With this process, you can change the Active/Inactive status for a group of families. For example, you may want to inactivate multiple family records after printing statements at year-end. The Inactive checkbox displays at the top of any family data window.

  1. On the Families tab, click Families > Processes > Activate/Inactivate Families.
  2. Select whether to use automatic updating or individual entry, then click Next.
  3. Select whether to make families active or inactive. Click Next.
  4. If you selected automatic updating: Make selections to build your list of records to process, then 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 family, and click Add Family to List. Repeat this for each record you want to process. When you're finished, click Next.
  6. Review your list. To exclude any records from processing, clear the checkbox. When you're ready to update the selected records, click Next.
  7. To post the new family statuses, click Finish.
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Last updated: November 4, 2024

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