Inactivate Tool
With the Inactivate tool, you can mark the records of individuals or companies that no longer participate in your church.
- The tool is available on the Contacts or Participants page. You can launch the tool on its own, from a selection of records, or from an open record.
- Using this tool, you can update multiple areas of an individual's record, including:
- Contact Status.
- Participant Type.
- End dates for the participant and current groups.
- Publications the contact subscribes to.
- Current Donor Pledges.
- Current Donor Envelopes.
- Participant Notes.
- When you save, the tool updates multiple records, and the Audit Log notes these changes.
Inactivate Contact or Participant Records
- Contact record:
- Changes the Contact Status on the General tab.
- Changes the Unsubscribed status of any Publications on the Subscriptions tab.
- Participant record:
- Changes the Participant Type on the General tab.
- Adds a Participant End Date on the General tab.
- Appends any additional Notes on the General tab.
- Adds an End Date for any current groups on the Groups tab.
- Changes current and future registrations to "Cancelled" on the Events tab.
- Sets Closed to "Yes" for any open responses on the Responses tab.
- Donor record:
- Sets Cancel Envelopes to "Yes" on the General tab.
- Changes Pledge Status to "Discontinued" for any open pledges on the Pledges tab.
- User record:
- Removes any security roles from the Roles tab.
The Audit Log notes all changes.
Inactivate a Household
To inactivate an entire household, include each member in your selection when you use the Inactivate Tool.
OR
.- .
Reverse an Inactivation
Forget to clear your selection? Include the wrong "Bob Smith"? It happens to the best of us! If a record was inactivated and shouldn't have been, reference the Audit Log to reverse the changes.
- Open the Contact record.
- Expand the Audit Log.
- On the General tab, click Edit Record. Change the Contact Status to the previous one listed in the Audit Log, and click Save.
- On the Subscriptions tab, open the relevant publication(s), and click Edit Record. For Unsubscribed, select No, and click Save.
- Open the Participant record.
- Expand the Audit Log.
- On the General tab, click Edit Record. Change the Participant Type to the previous one listed in the Audit Log.
- Click the X to clear the Participant End Date.
- Change the Notes to reflect the previous information listed in the Audit Log. Click Save.
- On the Groups tab, open the relevant group(s), and click Edit Record. Click the X to clear the End Date, and click Save.
- On the Event tab, open the relevant event(s), and click Edit Record. Change the Participation Status from "Cancelled" to the appropriate status, and click Save.
- On the Responses tab, open the relevant response(s), and click Edit Record. For Closed, select No, and click Save.
- Open the Donor record.
- Expand the Audit Log.
- Verify whether there was a change to the Cancel Envelopes field before the inactivation. If so, on the General tab, click Edit Record. For Cancel Envelopes, select No, and click Save.
- On the Pledges tab, open the relevant pledge(s), and click Edit Record. Change the Pledge Status from "Discontinued" to the appropriate status, and click Save.
- Open the User record.
- On the Roles tab, click New User Security Role, select the security role the user should have, and click Save.