Rollback a selected constituent data change

1. From the Constituent Data Review page, under Recent changes or Record history, select the change entry to roll back to its original state.

   The action bar displays a rollback action based on the selected change. For example, for a change to a constituent address, Revert address to previous values appears; for the addition of a new email address, Delete email address appears.

2. Select the rollback action. The appropriate screen appears.

3. In the Reasonfield, select the reason code that explains the rollback.

   Note: To configure reason codes for constituent rollbacks from Constituents, select Reason codes under Configuration.

   For information about the other fields included on the screen:

   • For address changes, Add Address Screen on page 1

   • For email changes, Add an Email Address Screen

   • For phone changes, Add a Phone Number Screen

4. Select Save. You return to the Constituent Data Review page.

   Warning: When you edit a rollback, you do not roll back only that particular change; you roll back to a specific point in time. This means you also undo any other changes made to the record between the time of the original change and the rollback.

   Note: To restore a rolled back change, select the change in the grid and select the appropriate button. For example, if you mistakenly delete a new email address, to restore the change, select the deleted email change in the grid and select Re-add deleted email address; to restore a mistakenly rolled back address change, select the rolled back address in the grid and select Revert address to previous values.