This article has two sets of steps. The first section will walk you through archiving and if needed, deleting a profile. The second section will walk you through searching for an archived profile and making it active again.
Please note: Delete is a permanent action. If you delete a profile, you will need to manually recreate it.
Archive and Delete an Individual Profile
From an individual profile Details page
Scroll to the bottom of the page and click the Archive button
Click OK to acknowledge the message
If the profile doesn't have giving history, you can delete it now by clicking the Delete Profile button. Please note: Delete is a permanent action and cannot be undone.
Click OK to acknowledge the delete
Search for an Archived Profile and Make it Active
Please note: the individual search page is defaulted to return profiles that are not archived.
Enter the first and last name of the person, change the Archived drop down selection to Only Archived or to All Records, and click Search
Click the person's name, scroll down to the bottom of the page, and click the Unarchive button
Click OK to acknowledge the message
