Delete a Constituent

When you no longer need a constituent record, you can delete it from your database. Before you delete a constituent record, we recommend you first back up your database.

Tip: To retain a history of the constituent in your database but still limit access and use of the constituent record, mark the constituent as inactive rather than delete the record. For information about how to mark a constituent as inactive, see Mark a Constituent as Inactive or Active. If a constituent passes away, you can mark the constituent as deceased rather than delete the record. For information about how to mark deceased constituents, see Mark an Individual Constituent as Deceased.

On the constituent record, click Delete constituent under Tasks. When a message appears to ask whether to delete the constituent, click Yes.

 

 

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