Edit Status Details for an Inactive Constituent

After you mark a constituent as inactive, you can edit the details of the inactive status as necessary.

1. Open the record of the inactive constituent with the details to edit. For information about how to open a constituent record, see Constituent Search.

   Tip: To search for an inactive constituent, select Include inactive on the Constituent Search screen.

2. Select the Personal tab (for an individual), Organization tab (for an organization), or Details tab (for a constituent group or household).

3. Under Inactive details, select Edit on the action bar. The Mark inactive screen appears.

4. Edit the reason code or details entered to explain the inactive status.

5. Select Save. You return to the Personal tab.