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.
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 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.
Under the Bulk Edit Options, select "Archive the Checked Names" and click to perform the action.
Restoring Archived Names
If you need to restore an Archived Name, navigate to "View Archived Names" from the actions menu.
Once you're in the Archived Names section, you can click the individual(s) that you wish to restore.