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How to set someone as inactive or archive a member

If a person is no longer active in your church but you want to keep their records, you can archive their profile. Archiving helps you keep your database organized without deleting important history.

Updated this week

Option 1: Archive from the People List

  1. Go to the People section from the left sidebar.

  2. Find the person you want to archive.

  3. Click the three dots (⋯) on the right side under the Actions column.

  4. Select Archive.

The member will be moved to the Archived tab. You can view all archived members by selecting the Archived filter at the top of the page.

Option 2: Archive from the Member’s Profile

  1. Go to People and open the person’s profile.

  2. On the left side, click Archive member.

  3. A green confirmation message will appear when the member is successfully archived.

How to Unarchive a Member

  1. Open the Archived tab in the People section.

  2. Click the person’s profile.

  3. On the left side, click Unarchive member.

The member will return to the Active list.

Notes

  • Archiving keeps all past data like giving, attendance, and forms.

  • Archived members won’t appear in active lists or communications unless restored.

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