Lead File - Family information retained

Objective

Understand what family information is retained when a family is archived to the Lead File.

Solution

When a family is archived to the Lead File, selected family, billing contact, student, and enrollment information is retained. This information is restored if the family is returned from the Lead File. Information that is not retained cannot be restored automatically, so export the family data before archiving if it may be needed later.

Family information

The following family information is retained:

Family Name
Location
Previous Balance
Problem Account status
Registration Agreement(s)
Family User-Defined Fields
Source

Billing Contact information

Only the Billing Contact is retained. The following information is preserved:

First Name
Last Name
Contact Type
Email Address
Mass Email Opt-Out status
Home Phone
Work Phone
Cell Phone
Text Opt-In status (if texting is enabled)

Additional contacts are not retained. If needed, export the family before archiving and re-add additional contacts after restoring the family from the Lead File.

Student information

The following student information is retained:

First Name
Last Name
Gender
Birth Date
Phone Number
Email Address
Student User-Defined Fields
Student Notes
Last enrolled Class

Enrollment information

Past enrollment information is retained for families archived on or after November 11, 2015 and remains available in:

Enroll History
Enrollment Detail
Drop History

Other retained information

The following information is also retained:

Family Notes

Before archiving a family, export any information that is not retained in the Lead File if it may be needed in the future. See Archive a family to the Lead File for instructions.