Deleting Postings from Multiple Records

Professional Version Only

With MemberTies Professional a special deletion window is available to remove dues and/or donations from multiple records based on specific criteria. This enables you to "undo" an errant posting without opening and modifying hundreds of records individually.

Deleting Dues/Donation Postings

1	Choose File > Workspace > Membership List.

2	Choose Actions > Delete Posted Dues/Donations.

3	When the Delete Postings window opens, enter the appropriate criteria to match the unwanted entries. The following criteria fields are available (each field is optional, but you must select at least one criteria):

Date Posted - The date to be matched.

Posting Type - The posting type.

Record Status - The status of the membership record itself.

Dues Posting Status - The status on the individual dues posting.

Amount Posted - The amount posted.

Limit to Currently Selected Records - Select this option to limit the search to only those records currently selected on the Membership List.

In the "Apply To" section, choose whether the system should search Dues entries, Donation entries, or both. If you choose "Donations Only" the "Dues Posting Status" option will no longer be available, because it is not used for donations.

4	When you have entered enough criteria to limit the search to the postings you want to remove, click Delete. A message will be displayed with the results of the operation.