• Archiving and Deleting Constituents

    If you archive a constituent all the information you have about them is retained but they are put into an inactive state - this makes it easy to exclude them from lists & mailings, note that payments will be not be collected for recurring payment ...

    Ben Brett
  • Merging Constituents

    You need to be in the system admin role to use this option.   If you end up with two records for one constituent you can use the constituent merge feature to merge the records into one. To merge your constituents, you will need to:  Find the cons...

    Ben Brett