FellowshipOne does not allow individual records to be deleted outright. However, you can effectively remove someone from your database by merging their record into a fictitious record, such as a “Recycle Bin.”
⚠️ Warning: Merges cannot be undone. Before proceeding, verify that the individual record does not contain any contributions or important data you wish to keep.
Steps to Remove an Individual Record:
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Create a placeholder record
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Add a fictitious individual with a status such as Deceased.
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Use a name like Recycle Bin to make it easily identifiable.
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Go to: People > Data Integrity > Merge Individual
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Set the Master Record
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In the Master Record box, click Find Person and select the Recycle Bin record.
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This is the record that will be retained after the merge.
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Select the Record to Remove
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In the Duplicate Record box, click Find Person and locate the individual record you want to remove.
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Review and Merge
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Review the side-by-side comparison of both records.
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Make sure all radio buttons are selected in favor of the Recycle Bin record.
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Click Merge Records to complete the process.
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Tip: Add a household address and home phone number to the Recycle Bin record, such as the church’s address and main phone. These details will be retained after the merge.
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