Archiving All Constituents on a List

If you would like to mass archive constituents, then this can be done via a Constituent List.

Firstly to be able to use this function you will need either be an Administrator or a Standard User with the  'Can archive constituents from list' permission - See your system Administrator if unsure.

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Next, you will need to build your Constituent List to identify the constituents that fit your particular criteria. Once completed, to action the bulk archive follow these steps:

  • Check you are happy with your list results  
  • From the toolbar on the search results click on the Archive button mceclip1.png
  • Select the reason for the archive from the drop-down list - It is suggested that if you are using the bulk archive ahead of a bulk delete you use a different archive reason from one used for normal archive purposes. If you need to create a new option you can do so via Settings > Configuration > Reasons for Cancel, laspe etc.

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  • Click the Archive button to the right of the screen - you will be asked to confirm you want to archive.  

 

Top Tip

You cannot bulk delete more than 1000 constituents at a time.

If you are using the bulk archive as the first step to delete, do not archive more than 1000 constituents with a single reason - create a new archive reason for each 1000 constituents you wish to archive and then go onto to delete.

 

Important

A bulk archive cannot be undone. If you change your mind you will have to unarchive each constituent individually.

 

  • The bulk archive will be run in the background - Donorfy will send you an email when the update has finished.

 

 

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Comments

  • Avatar
    Lindsay Fisk

    this article has been updated so it is clear that this can only be done from a constituent list

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