Archive a family to the Lead File

Objective

Archive a family to the Lead File when the family should no longer remain in active family records.

Solution

Archive a family from the Family record after confirming the family does not have active class enrollments, waitlists, or event registrations. Active enrollments must be dropped before the family can be archived to the Lead File.

  1. Open the Family record.
  2. Select Archive Family.
  3. In the Archive Family to Lead File window, select Export to File.
  4. Save the exported file to your computer.
  5. Return to the Archive Family to Lead File window and select Archive Family to Lead File.
  6. Select OK when prompted.

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

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