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Organization Cleanup Tool


This tool will delete an organization along will all it's affiliated individuals if the organization meets certain criteria.


The criteria is:

  • Individuals will only be deleted if they are not associated to any groups, committees or activities.
  • An organization will only be deleted if all the individuals can be deleted.

How it works

  1. Click on Tools from the menu bar.
  2. Click on Cleanup Tools
  3. Click on Organization Cleanup.
  4. Select an Organization to remove.
  5. Click on the Organization name.
  6. When the Organization is selected it will display an arrow to the left of the name.
  7. Click on the - (delete) button at the top of the screen.
  8. The system will inquire if you are sure you want to delete that organization
    • Yes - Will ask you again if you wish to delete the record.
      • OK - Will delete the record.
      • Cancel - Will return back to the screen without deleting the organization.
      • If there are any reasons that the organization can not be deleted the system will display the error on the screen.
    • No - Will return back to the screen without deleting the organization.
  9. Close will close the window and return to the Member Advantage screen.

 

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