Overview: When you opt to archive individuals, some changes will take place in your Breeze account. Here is a list of things to note when thinking about archived people.
People
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# of ‘People Found’ will be adjusted
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No longer appears in search results
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Not included in ‘action panel’ task such as bulk email, text and export
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Advanced filter ‘include archived’ allows ‘action panel’ tasks such as bulk email, text and export
Tags
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No longer appears in tag listing
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Tag assignments are retained in archived profile for historical records
Events
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Will appear in attendance history
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Allows ‘action panel’ tasks such as bulk email, text and export
Contributions
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Year-end statements will be sent to archived people
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Contribution detail will remain in all searches/reports with archived persons name appearing
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Allows ‘action panel’ tasks such as bulk email, text and export
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Envelope number needs to be deleted separately when archiving someone
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Envelope number needs to be added back in when un-archiving someone
- Contribution associations will remain tied to a profile even if archived
Pledges
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Person and pledge remain in the campaign, however the contributions towards pledge will no longer be noted.
Merge
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The Merge People function will not search through Archived. When you are trying to add a new person (via check in, "add person" button on People tab, or through forms), it will check the archive at that point.