View and restore a family in the Lead File

Issue/Question

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I deleted a family by mistake. I need them to be available to me.

Resolution

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Here is how to find and then restore a family from the Lead File...

1. Navigate to Families > Lead File > Search Leads
2. Enter your Search Criteria
3. Click Submit
4. Click on the Family Name you wish to view/restore
5. If you wish to restore the family, click the Restore Family button
    

Note: The following information is not retained in the Lead file and cannot be restored. 

• Contact information for any non-Billing Contacts
• Any data in the Additional Information section of the contact
• Some Student information including Medical information, Student Fixed Fee, User-defined Fields, etc.
• The family's billing info including credit card / bank account, family fixed fees, and family discounts
• Deleted Transactions
• Most notes

⚙️Note: User Permissions may limit access to this feature or functionality.