Mark a Constituent as Inactive or Active

To retain information about a constituent who no longer actively supports your organization, you can make a constituent inactive in the database. The program automatically excludes inactive constituents from constituent searches. To search for an inactive constituent, you must first select Include inactive on the Constituent Search screen.

After you mark a constituent as inactive, you can mark the constituent as active again if necessary. On the Personal Info tab of the constituent record, click Mark active. When a message appears to ask whether to mark the constituent as active, click Yes.

Note: To configure reason codes for marking constituents inactive, from Constituents, under Configuration, click Reason codes.

Mark a constituent as inactive

 

 

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