Archive a Family to the Lead File

Issue/Question

I need to archive inactive families to the lead file one at a time.

To archive a single family to the Lead File:

Locate the Family record and ensure that no student in the family is actively enrolled.
If a student is actively enrolled in a class, an event, or on a waitlist, they must be dropped prior to moving the family to the Lead File.
Click the Archive Family button in the Family record.
Click Export to File in the Archive Family to Lead File window.
Export the data, and save the file to your computer.
Return to the Archive Family to Lead File window after saving the exported data and click the Archive Family to Lead File button.
Click OK when prompted.

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