When a designation is no longer being used for donations or payments, you can archive it. Archiving a designation will remove it from the default view and prevent payments from being recorded against it.

To archive a designation

  • Go to the Finance tab > Designations > Designation Type (Fund, Project, General Designation, etc.)
  • Click the X to the left of the designation you wish to archive
  • Click OK to confirm you want to archive the designation
  • When the page refreshes, the status of the designation is now Archived

Please note: the next time you view the designation list, this designation will not be visible

To search for an archived designation

  • Go to the Finance tab > Designations > Designation Type (Fund, Project, General Designation, etc.)
  • Click Use Advanced Search
  • Click the Archived checkbox and then click Search (If you have several archived designations, you can also add a search term in the text box before you click Search)

To un-archive the designation

  • In the search results, click the check mark to the left of the designation you need to re-activate
  • Click OK to confirm you want to un-archive the designation
  • When the page refreshes, the Archived status has been removed

Please note: the next time you view the designation list, this designation will be visible

Did this answer your question?