Mark a constituent as inactive

1. Open the record of the constituent to mark as inactive. For information about how to open a constituent record, see .
2. On the Personal Info tab, click Mark inactive. The Constituent mark inactive screen appears.
3. Select the reason code to explain the need to mark the constituent as inactive.

Tip: To configure reason codes for inactive constituents, from Constituents, click Reason codes under Configuration. For information about how to configure reason codes for inactive constituents, see the Administration section of the help file.

4. In the Details field, enter any additional information about the inactive status of the constituent.
5. Click Save. You return to the constituent record.

 

 

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