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 constituent record, select Mark active under Tasks. When a message appears to ask whether to mark the constituent as active, select Yes.

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

1. Open the record of the constituent to mark as inactive. For information about how to open a constituent record, see Constituent Search.

2. Under Tasks, select 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, select 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. Select Save. You return to the constituent record.