home

PDS

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

Show Page Sections

thumbnailPDS

Organizations and Individuals

Delete an Organization or Individual

You can delete an organization or individual record if you no longer need it. There are different processes for deleting a record based on whether the organization/individual has scheduled events or not.

CAUTION: Deleting a record removes it permanently from your database. To hide the record without removing it, make it inactive instead.

Delete an Organization/Individual with No Events

  1. On the Information tab, click Organizations & Individuals.
  2. Locate the appropriate record.
  3. At the top, click Delete Org.
    Note: If the organization you want to delete has scheduled events, the deletion process stops. You must first delete the events.
  4. Click Yes to confirm that you want to delete the organization.

Delete an Organization/Individual with Events

CAUTION: This process alters data. We recommend backing up your data before proceeding.
  1. On the Information tab, click Organizations & Individuals > Processes > Delete Organizations.
  2. Select the organization(s) you want to delete, then click Next.
  3. Review the information for the selected organizations. Confirm that you want to delete these by selecting them again, then click Next.
  4. When you're ready to delete each organization and its related events, charges, payments, and scheduling history, click Finish.
Facility_Scheduler

Last updated: October 29, 2024

Related Articles: