Archiving a Person or Restoring Archived People

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7 comments

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    pastorscott

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

    Thanks for the help.

    Scott

  • Avatar
    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. 

  • Avatar
    office

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

    Kathi

  • Avatar
    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. 

  • Avatar
    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. 

  • Avatar
    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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