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Archiving and Un-archiving Designations
Archiving and Un-archiving Designations

Steps to archive and un-archive designations as well as searching for designations that have been archived

Tim Roberts avatar
Written by Tim Roberts
Updated over a week ago

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
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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
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