Steps on how to delete If a Planned Giving
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record has not been used in the Period Close process, it may be deleted.
Go to the Admin menu, then click Planned Giving
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.
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Perform the search and identify the desired row to delete.
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Highlight the row and click on the
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Delete button.
This will bring up a confirmation message
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. Click OK if you wish to delete the Planned Giving record,
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otherwise click Cancel.
If the Planned Giving record has been used, a message will pop-up to advise it may not be deleted.