Archiving People Things To Know

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

  • # of ‘People Found’ will be adjusted

  • No longer appears in search results

  • Not included in ‘action panel’ task such as bulk email, text and export

  • Advanced filter ‘include archived’ allows ‘action panel’ tasks such as bulk email, text and export

Tags

  • No longer appears in tag listing

  • Tag assignments are retained in archived profile for historical records

Events

  • Will appear in attendance history

  • Allows ‘action panel’ tasks such as bulk email, text and export

Contributions

  • Year-end statements will be sent to archived people

  • Contribution detail will remain in all searches/reports with archived persons name appearing

  • Allows ‘action panel’ tasks such as bulk email, text and export

  • Envelope number needs to be deleted separately when archiving someone

  • Envelope number needs to be added back in when un-archiving someone

  • Contribution associations will remain tied to a profile even if archived

Pledges

  • Person and pledge remain in the campaign, however the contributions towards pledge will no longer be noted.

Merge

  • 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. 

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