To ensure that you do not lose any of the information, we would recommend determining what the new status options are that you want to use, then going to people, searching for each of the old profile field options and then Updating Multiple People at Once with the new correct profile Status Field. Maybe you want to use the "Status Field" with options of Member, Attender, Visitor, No Longer Attends, and merge the previous options you had into these. You may want to consolidate these options down. An example of this, you may have had a field called "Membership Status" and you now realize that you previously had too many options. An example of this would be a legacy field of Beeper Numbers more often than not these numbers are no longer being used.Īs you are able to see all of your data in Breeze easily, you may realize that there are fields that can be combined to ensure your new database is as effective and efficient as possible. If this is the case you can simply delete the field (by clicking on it and selecting the X on the right-hand side). You may even decide that you no longer need a legacy field, or the data stored in that field. You may rename these fields or even move (drag and drop) them to other sections as you wish by going to Account Settings ( ) > Profile Fields. These fields hold information that was unique to your previous software/database. If our complimentary data import services were used to move you into Breeze, you will probably have a section of profile fields called "Legacy Fields". Because each church is unique in the ways they track this, it may be searching for the status field of "no longer attends" and/or a field called "date of death". However, after your data is moved into Breeze, you can, and will want to run a Search of People to find those who may need to be archived from the database.
#Breeze church management cancel archive
When Moving Data into Breeze our team will rarely Archive People, unless you explicitly ask for a group to be archived, we would never want to make an assumption about who you would like to be archived from the system. Restore only restores the deleted person, but that data is not properly disbursed out to the corresponding "people" that were merged. Note: There is no way to UNDO the merge people action. For example, if you are merging two people who both have email addresses, the email address in the starred profile will be used. 1ġ The star next to the left of the profile photos indicates which profile will be used when conflicting data is encountered.
Click "Merge" to merge those duplicated profiles together for that person.To merge one set of them together, click "View # Duplicates" to the right of their name.You'll now see a list of people who appear to be duplicated in the system.Click the list icon in the upper right (four lines ).Navigate to the Account Settings ( ) and select Bulk Tasks, and select "Merge People" on the list from the left.You can easily use the built-in tool in Breeze to Combine Duplicate Profiles. Data was brought into Breeze from older, archaic systems, which struggled to communicate with one another, this resulted in duplicate people records for some of your members. This article will help you determine what your first steps should be! Clean Up Duplicate People
Now what? Where do you begin with this new database, how do you ensure everything is correct, how do you organize your information? Breeze will only be as effective as the information is accurate, so it is important to clean up your data after move in.
#Breeze church management cancel software
Switching software is a huge undertaking, you just received an email from the Breeze Move-In team letting you know that your Move-In is complete.
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