Donor Management System
Considerations
- Before deleting Contacts, consider merging them instead.
- If you delete (not permanently) a Contact with at least one Contribution, the Contributions associated with this Contact will be hidden (cannot be seen nor searched for). Once you restore the deleted Contact, then the Contributions will also go back.
- If you try to permanently delete a Contact with at least one offline Contribution, you will get this message
Error message
How to Delete Contacts
Deleting a Single Contact
1. Go to the Contacts Tab
2. Search for the Contact you wish to delete and select its name
Search for a Contact
3. In the Summary tab of the Contact's profile, select Delete Contact at the bottom of the page.
Note: Once completed, this contact will remain (soft) deleted indefinitely until you manually delete them permanently (i.e., purge the record entirely from your DMS).
Delete Contact
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Deleting Multiple Contacts at once
1. Go to the Contacts Tab
2. Search for a specific Contact or select either:
- (1) The specific Contacts you wish to delete,
- (2) Every listed Contact on the page, or
- (3) All Contacts in your DMS
Select Contacts 3 ways
3. Select the Actions menu at the upper-left side of the Contact list
4. Either type “delete” in the Actions search bar or scroll the list to find the Delete contacts option
Delete Contacts
5. On the next page, select Delete Contact(s). You will also be able to view the selected Contacts by selecting View Selected Contacts before deletion.
Note: Once completed, these contacts will remain (soft) deleted indefinitely until you delete them permanently (i.e., purge the records entirely from your DMS).
Delete Contact(s)
Deleting a Contact Permanently
Once you have deleted a single Contact, you can also delete them permanently.
Note: If you delete a Contact permanently, you will not be able to retrieve them.
From a Contact Profile
1. Follow the steps above to delete a single Contact
2. If you're still on the deleted Contact’s Contact Profile, scroll down and select Delete Permanently.
Delete Permanently
3. The system will prompt you to confirm that you wish to delete your single Contact permanently
Delete a single Contact
From the Contacts Tab
If you have navigated away from the deleted Contact’s Contact Profile after deleting them:
1. Go to the Contacts Tab
2. In the top right-hand corner of the screen, select Advanced Search
Advanced Search
3. Under Display Settings, check the box Search in trash (deleted contacts) and select Search
Search in trash (deleted contacts)
4. Scroll down to view your search results, and select the name of the Contact you wish to delete permanently.
Select a single Contact
5. Once on their Contact Profile, scroll down and select Delete Permanently
Delete Permanently
How to Restore Contacts
If you've only (soft) deleted a Contact/s (i.e., not yet permanently deleted them; see section above), you'll be able to restore the Contact record/s anytime.
Restoring a Single Contact
1. Go to the Contacts Tab
2. On the top right corner of the screen, select Advanced Search
Advanced Search
3. Under Display Settings, check the box Search in trash (deleted contacts)
Search in trash (deleted contacts)
4. Under Contacts, type the name of the deleted Contact and select Search
Search Contact name and select Search
5. From the search results at the bottom of your screen, select the name of the Contact you wish to restore
Select a single Contact
6. Once on their Contact Profile, under Summary, select Restore From Trash.
Restore from trash
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Restoring Multiple Contacts at Once
1. Go to the Contacts Tab
2. On the top right corner of the screen, select Advanced Search
Advanced Search
3. Under Display Settings, check the box Search in trash (deleted contacts) and select Search.
Search in trash (deleted contacts)
4. From the search results at the bottom of your screen, select multiple Contacts, and then from the Actions menu, select Restore contacts from trash
Restore contacts from trash
5. On the next page, select Restore Contact(s). You will also be able to view the selected Contacts by selecting View Selected Contacts before restoration.
Restore Contact(s)