IMPORTANT: Archiving a volunteer will remove Activity information (signups, assignments, backup list), General Interests and Committee memberships.
Please be certain that this is what you wish to do when archiving one or more profiles.
Warning: Before archiving a Donor be sure to cancel any active recurring donation subscriptions. You will not be able to archive a Donor if they have an active subscription.
Archive One User
Click the person icon at the top of the screen and type the person’s name into the Quick Search bar.
Click on the person’s name from the list that appears.
In the “Main” tab, click on the “Miscellaneous” section
In the relevant module section (Volunteer, Client, Donor or Members), select “Archived” from the Status dropdown list
Volunteer Impact: Select a Reason from the dropdown list
Click the [Save Status] button
Archive Multiple Users
Go to People, then click on the relevant option in your side bar
Archive Volunteers
Archive Clients
Archive Donors
Archive Members
Search for the desired profiles to change
Check the box beside each person requiring a status change (or check the “Select All” box at the bottom)
Click the [Archive Volunteers] button (or Clients, Donors, Members)
Volunteer Impact: Select the reason to apply to all selected volunteers
Click to confirm that you understand that this process cannot be reversed
Click the [Archive Volunteers] button (or Clients, Donors, Members)
