Data & Privacy

Under Settings → Data & Privacy, an Administrator can confirm your church’s data responsibilities, download a full copy of your church’s data, request deletion, and review a log of who’s changed Member and Giving records recently. This screen exists because your church’s records — who your members are, what they give, sometimes information about minors — deserve to be handled carefully, and a church should be able to see and control its own data without waiting on us.

Confirming your church’s data responsibilities

Church records can reveal someone’s religious affiliation, and may include information about minors (a children’s or youth ministry, for example). Most data protection laws treat this kind of information as sensitive, and several of them — recognizing that a church’s relationship with its own members is different from an ordinary business’s — give religious organizations more room to hold it, as long as the church itself has a proper basis (such as the consent of its members or, for a minor, a parent or guardian) for the records it keeps.

The first time your church signs up, an admin confirms this once. If it’s still outstanding — because your church was set up another way, or simply hasn’t gotten to it yet — you’ll see a “Confirm your church’s data responsibilities” card on the Dashboard until someone does. It only takes a click, and it’s the church’s own responsibility either way, not something HolyCRM decides on your behalf.

Exporting your church’s data

Export data downloads everything belonging to your church — members, groups, events, giving, and everything else — as a single spreadsheet file (.xlsx), with one tab per part of your data. It opens directly in Excel, Google Sheets, or Numbers; there’s nothing to convert or import first. An Info tab up front lists what’s in each other tab and how many rows it has, and tabs for parts of your church with no data yet are simply left out rather than included empty.

Where one record refers to another — a gift’s category, a member’s small group — the spreadsheet shows the actual name (not just an internal reference) so it reads naturally, with the underlying reference kept in a second column for anyone who wants to cross-check between tabs.

Requesting deletion

Request deletion is exactly that — a request, not an instant, irreversible delete. Once requested, our team processes it within a reasonable window; you can cancel the request at any time before that happens, right from this same screen. If you have questions about a pending request, reach out to support@holycrm.app.

Recent activity

A read-only log of recent changes to Member and Giving records — who created, edited, or deleted what, and when — kept for security review. If something in one of these records looks like it changed unexpectedly, this is the first place to check.

Who can see this

Data & Privacy is visible to Administrators only — it doesn’t appear in the menu for Coordinators, Volunteers, or Members.

Roadmap

• Deletion is a request today, not a self-service instant delete — see above.
• Recent activity currently covers Members and Giving only, not every module.
• In Recent activity, a few entries that point to something without a name of its own show a reference code instead of a name.