In addition to moving an individual family to the Lead File, Jackrabbit offers the option of moving groups of inactive families to the Lead File based on specific criteria.
Families with any Event enrollment within the last 30 days will not be included in the list of families to mass archive. These families can be moved to the lead file individually if needed.
Student enrollment information is maintained in the Lead File and will be included in the Enroll History report, Enrollment Detail report, and Drop History report with the exception of families archived prior to 11/11/2015.
Archive Inactive Families to the Lead File
- Go to Families (menu) > Lead File.
- Choose Mass Archive from the left menu.
- Define which inactive families you'd like to archive (move out of your system into your Lead File) by selecting criteria including:
- Location
- Families Created Prior to (select a date)
- Families without a student enrolled since (select a date, looks at Class enrollments only)
- Families without a transaction since (select a date)
- Families imported on (select a date)
- Balance (Zero Balance Only, Zero & Credit Balances Only, Credit Balances Only, Balance > 0, Any Balance)
- Include Problem Accounts (Yes or No)
- Click Next.
- Select Preview Families to Archive in the pop-up window.
- Preview the list and select/clear rows as needed. Only selected family rows will move to the Lead File.
- Click Confirm List.
- Click Export to File to export the data to Excel. This step is not mandatory but is highly recommended.
- After exporting to Excel, click Perform the Move to the Lead File.
- Click OK.
Any family with an inactive student that is waitlisted or future enrolled in a class will not be mass archived. This family will have to be moved to the lead file individually if needed.
