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deleting old donors in MLS?
Posted: Sun Nov 09, 2014 7:16 pm
by scott.stoddard
I have literally hundreds of former ward members showing up on my donor pick list, including my adult children who have not been in the ward for over 12 years. (Last December I went through the drill of "hiding" them from view on the pick list before tithing settlement but come January, they were all right back again. How do I delete them once and for all from the ward's donor list?
Re: deleting old donors in MLS?
Posted: Sun Nov 09, 2014 9:05 pm
by russellhltn
You can't delete them if they've made a donation in your financial retention period. (3 years in the US, 5 in some other places.)
That said, I'm not sure why you have donors from that long ago.
Re: deleting old donors in MLS?
Posted: Mon Jan 12, 2015 7:22 am
by gcbarker
You can't manually delete old donors. But you will have to go into 'View/Update Donors', click on the name of whoever has moved out and select 'Member of Other Unit'. They'll stay on your list until the three years is up and then they should disappear. You can only 'Hide' them until then.
But, looking at the date of your post, you've probably already found a solution.