Inactive Profiles
Periodically, you will have individuals or businesses that are no longer involved, but you still want to retain their records.
If an individual or business is marked as inactive, they can no longer give through their login and are limited to giving as a guest. If an inactive individual or business gives as a guest, a new profile is created.
Additionally, all future scheduled gifts are canceled when you mark a profile as inactive.
Mark a Profile Inactive
If you no longer use a profile but you don't want to remove it completely, you can mark it as inactive.
- Locate and open the record.
- Click
and select Mark as Inactive or Delete. Enter/select any additional options in the confirmation window.
- Click Mark as Inactive.
Mark a Profile Active
You can mark a profile that you want to use as active.
- Locate and open the record.
- Click
Mark Profiles Inactive or Active in Mass
You can mark a group of selected profiles inactive or active at one time.
- In the top-left corner, click your ministry hub then Realm. Then click .
- Create a new report, or edit an existing one.
- If you're gathering profiles to mark as active, select Include Inactive.
- Click Show Results.
- From the Select an action drop-down list, select Mark Individuals Inactive or Mark Individuals Active.