If you've ever imported a large quantity of information and realized that there's something wrong or missing, and you wish you had an "undo" button - you're in luck!
The Bulk Delete tool will allow you to delete specific categories (People, Tags, Giving, Attendance, Envelope Numbers, Notes) created within a specific time frame.
To access the Delete tool, follow these steps:
- Navigate to the Account Settings (
) - Select Bulk Tasks
- Click More (on the left)
- Choose Delete Data.
- Confirm your decision to delete the data in the following popups.
Why would you want to use this tool? Here are a few scenarios:
- If you recently imported a large group of people but forgot to include a profile field, you can use the Bulk Delete tool to delete the group and start over.
- If you imported contributions but the names were lined up incorrectly, you can delete the data and start fresh.
- If the attendance you imported was done incorrectly, you can delete it and have a clean slate.
The Bulk Delete tool essentially serves as a do-over for recent actions or data imported over time. It provides you with the flexibility to rectify mistakes and ensure the accuracy of your data.
Please note that the Bulk Delete tool should be used with caution, as it permanently removes data from your account. Make sure to double-check your selections before proceeding with the deletion.