Inactive Constituents

To help prioritize your interactions and fundraising efforts, you can mark a disengaged constituent as inactive, such as to retain their history with your organization for later reference. You can also mark an inactive constituent as active again, such as to re-engage them with new interactions, when they give again, or if you marked them as inactive in error.

  • To mark a constituent as inactive, select Mark as, Inactive on their record.

  • To mark an inactive constituent as active, select Mark as, Active on their record.

Tip: When you mark a constituent as inactive, Inactive appears under their name on their record. In a list of constituents, you can view which are marked as inactive in the Constituent summary column.