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  2. Membership Year-End
  3. Tasks & FAQs

Tasks & FAQs

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  • Deleting a person
  • Viewing and Purging the Person Archive
  • Combining Duplicate Person Records
  • Updating Records when a Person is no longer a Member
  • Updating Records when a Person Moves from One Household to Another
  • Updating Records when People get Divorced or Separated
  • Adding Additions to the Family
  • Updating Records when People get Married
  • Cleaning up Membership Data
  • Assigning an Envelope Number

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