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 Help Topics / People & Families / Archiving Names

Archiving Names


For records management, there are occasions when you want to take an individual off of your church directory but don't want to delete their records.

Archiving people is a great way to clean up your church database and avoid having to sift through individuals who have moved elsewhere, gone to another church, or passed away. However, the name and the data associated with that name can be restored from the Admin Settings, and contribution statements can still be printed even while archived.

Archived names do not count towards your total. Always check your People Screen to see if anyone needs to be archived before upgrading your account to the next name tier. Keep in mind that simply making their status Inactive doesn't Archive them.
  • Archive a Single Person
  • Archive Multiple People
  • Restoring Archived Names

Archive a Single Person


To Archive a single person, select "Archive Selected Name" from the Actions menu. You will then be prompted to confirm before the archive is completed.

archive information for better records management

Archive Multiple People


To Archive multiple people, check the names of the individual(s) you would like to archive. Once the names are checked, select the "Bulk Edit" option.

archive information for better records management

Under the Bulk Edit Options, select "Archive the Checked Names" and click to perform the action.

archive information for better records management

Restoring Archived Names


If you need to restore an Archived Name, navigate to "View Archived Names" from the actions menu.

archive information for better records management

Once you're in the Archived Names section, you can click the individual(s) that you wish to restore.

We always recommend archiving an individual instead of deleting them outright. Once an individual is deleted from ChurchTrac, their giving and attendance history will be deleted as well.
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