August 23, 2016Membership: Terminating and Deleting People (v17-v19)In this video, learn the process for terminating or deleting people from your database. Presented on 8/23/2016.
October 21, 2016Membership: Transfer Families and Individuals (v17-v19)In this video, learn how to transfer families and individuals. Presented on 10/03/2016.
May 28, 2019Donations: Handling Duplicates (v21 & Older)In this document or video, learn how to fix multiple entries for the same individual. Presented on 05/28/2019.
September 22, 2020Membership: When an Individual or Family Leaves the Church (v22 & Newer)In this video, learn about Inactive, Inactive Wizard, Surviving Spouse/Family Members, and Inactive Date. Presented on 09/22/2020.
February 9, 2022Membership: Handling Inactive People and Cleanup Tips (v22 & Newer)In this video, learn how to Inactivate People when they Leave the Church and Tips for Cleaning up the Membership Database. Presented on 02/09/2022.
June 8, 2022Membership & Donations: Adjustments for Divorce (v22 & Newer)In this document or video, learn the Changes Required to Separate their Records. Presented on 06/08/2022.
October 4, 2023Donations: Special Situations (v24 & Newer)In this video, learn about Donation Transfers, Duplicate Giver Transfer, Inactive Givers, Gift from Estate, and Change Giver #s. Presented on 10/04/2023
October 5, 2023Donations: Handling Duplicates (v24 & Newer)In this document or video, learn how to fix multiple entries for the same person. Presented on 10/05/2023.