When moving to the next year, it's helpful to be able to clear information in custom fields on Parent and Student records. You can schedule that to happen automatically for all of your custom fields on the Year End tab.
For each field, you can select:
- Do Nothing - leave the data "as is"
- Clear Field - remove the data from the field and make it blank
- Specific Value - change the data to set value based on the options for that field
After you make your selections, the system will complete this process all at once per the schedule you have set. If any of your custom fields are required, users will be required to update them on their Family Information form when they log in after becoming Outdated.