Download CMS Contribution for Windows - Church Management Solutions
Transcript
Deleting a Household The delete function deletes the household from the database. CAUTION!!! All records for the household will be deleted, including prior year and lifetime giving totals. You will not be allowed to delete persons who have contributions in the current year until the End of Year process is run or the person's contributions are combined with another person's. Refer to "End of Year" on page 216, and "Combining Person Records" on page 79. Do not use delete if data for the household or people within the household is required for continued reporting purposes. CMS Membership for Windows provides a process for removing a household. The remove process is used to indicate that the household is no longer associated with the congregation - perhaps because of a move, or a change to a different congregation. The Removal process keeps the households' records (including contributions) in the database until the end-of-year procedures are complete. After end-of-year, you can delete the removed records. See your CMS Membership for Windows User's Manual for more information. 1. At the main menu, select Household/Persons from the People menu. 2. Display the appropriate household record. For Find instructions, refer to "Finding Existing Persons" on page 73. 3. Click the Garbage Can button on the speed bar. A "Delete Household" message dialog displays. 4. Click: Yes (ALT + Y) to delete the household. No (ALT + N) to cancel the delete request. Household Maintenance • 57