Archiving a Person or Restoring Archived People

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    terri

    When I archive a head of household, will the entire family be archived? Or do I need to go through and archive each adult and child in the household?  

     

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    Emily W.

    Hi @terri!

    It will just archive that one individual, not the entire family. :) 

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    Lindsay

    When you archive someone that is currently listed as a member, I'm assuming this takes them off your "members" list including email, etc...?

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    Emily W.

    Hey @office!

    Yes, however statements are triggered for EVERYONE that has a contribution within criteria (archived AND non-archived). 

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    katrinaspalding

    Is there a way to archive an entire family all at the same time?

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    Emily W.

    Hey @katrinaspalding!

    Great question. The only way to archive multiple people whether an entire family or separate individuals is to:

    1. Navigate to any list of people via the advanced search.
    2. On the right, click "Archive" from the menu (after clicking "More Actions" to expose the additional options).
    3. Click the "Archive People" button on the bottom right of the popup window. 

    I know this may not be the ideal answer you were hoping for but I do hope it's helpful information.

    Blessings! 

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    katrinaspalding

    Thanks Emily!

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    Peggy Bland

    I would like to be able to restore an archived person from the people search instead of having to search them, then go to the archive list, scroll through the list, and click the undo button.

    Thanks,

    Peggy

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    Emily W.

    Hi @pbland!

    Greetings! Thanks for your feedback here about how we can improve breeze--we’re always on the hunt for the next great idea to serve churches better! Currently we are not accepting feature requests via the Community forum. For more information about submitting a feature request, please check out www.breezechms.com/features.

     

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    Katherine Clark

    Hello!  So, we tried to "tag" all active people and all archived people via an automated task so that when doing Sunday service attendance, only "active" people show up in the list and it is fewer people to sort through.  When I look under People > Advanced Options > Archived there are 552 people.  But, when I go to the tag, which is propagated by the automated task using "archived" as the filter, there are 0 people.  ???  Where did I go wrong?  THANKS!

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    Micah M.

    Hi @Katherine! Thanks for reaching out! We definitely want to ensure those automated tasks are set-up correctly so they work smoothly for attendance! One thing to note is: you won't be able to view anyone in Tags (even an "Archived" tag) who are currently archived. This is to help prevent confusion so Archived people remain archived. I'm going to reach out to you via email as well to ensure that makes sense!

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    Office

    I would like to keep a deceased person in the "Family", but not have them included in mailings. I tried the Archive, but they were no longer connected, that I could see, to the Family. I have checked their status as deceased, but the deceased were printed in the mailing anyway. Thanks.

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    Stephen Ivey

    @office

    You would need to create a Deceased Tag first. Once you've populated that Tag with the desired people, you would then be able to Filter the Database for everyone EXCEPT the people in that Tag. This will be the list you'll want to Export for your Mailings! - Keep in mind, this will work but this isn't the Best Practice. Review these Articles for further information: Archiving People Things To Know

    Blessings!

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