Globally Delete Constituents

To delete multiple constituent records at a time, you can add and run a global change process that deletes a selection of constituents.

Note: To delete constituents who have transacted with your organization in the past, you must first remove all sales orders, memberships, and payments from their record. For more information, see Delete a Constituent.

  1. From Administration, select Global changes under Data.

    Tip: Don't see this option? Ask your system role administrator to grant you the Global Change system role.

  2. Select Add.

  3. Under Constituent, select Delete constituents then select OK.

  4. Enter a name for the process, then search for and choose a selection of constituents.

    Tip: For instructions on how to create a selection of constituents who don't have information on their records, see Knowledgebase.

  5. Select Save.

When you're ready to start the process, select it from the list, then select Start process under Tasks. After the process finishes, the status message indicates whether any constituents couldn't be deleted. For more information, see Process Global Change.