Archiving a Person or Restoring Archived People

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16 comments

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    Scott Tuttle

    Who can view Archived People? Is it able to be edited?

    Thanks for the help.

    Scott

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    Sheley

    Hey Scott - Only those who have access to actually perform the action of archiving people can view archived people.

    You can set this up by going to More > Users and Roles > Roles and then edit an existing role to include People > Delete > Archive. 

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    office

    Will archived people show up on giving reports at the end of the year?

    Kathi

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    Sheley

    Hey Kathi - check out this article to assist you with preventing archived people from showing up on giving reports: Removing Deceased People from Statements.

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    Sheley

    Hey again, Kathi,

    We have just rolled out a new update that will print archived individuals statements along with everyone else's.  Previously, in order for someone who was archived to have their statement print, someone in their family still had to have an active profile in their Breeze account. Now they will print even if the whole family is archived. 

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    finance

    I just emailed quarterly statements and, YIKES, a statement for a deceased person, who was archived, was emailed. It went to a relative, who promptly pointed out to us that the person was deceased! I am guessing I need to be sure to delete emails from deceased persons, but am wondering if the update that will print archived individual statements along with everyone else's will also email people who are archived. 

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    Emily W.

    Hi finance! 

    Thank you for reaching out! So sorry for this!  I know how important it is to make sure the correct information is displayed on the statements when sending them out to the church. 

    Please check out this article to assist you with preventing archived people from showing up on giving reports: Removing Deceased People from Statements.

     

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    crossroadsgf

    How can I view All Archived People with one click (instead of using the Undo icon on the list of Archived People)? I am trying to clean & verify our database, and need to the Archived People are properly tagged, etc.

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    Emily W.

    Hi there!

    To view all archived people, simply navigate to People<left side of the screen, "Show More Filter Options"<Scroll to the bottom section that says "Other"<Select Archived <Choose the archived option:

     

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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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    office

    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! 

  • Avatar
    katrinaspalding

    Thanks Emily!

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