Managing your Constituents
Within this section, you will find details on merging two (or more) constituent profiles and deleting a constituent.
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 ...
If you end up with two records for one constituent you can use the constituent merge feature to merge the records into one. You need to be in the system admin role to use this option. To merge your constituents, you will need to: Find the co...
When a merge takes place the redundant profile is archived (made inactive) with the reason of Merged. On the redundant profile, some of the details remain, such as the Profile details and ChangeLogs, but any Timeline information is passed to the c...