Organizations may wish to make a constituent record inactive as a way to prevent them being included in mailings, reports or email blasts. There may be times when organizations have reconnected with an inactive constituent and now wish to include them in future fundraising efforts. Users would like to have an option to make as active or inactive in the web view.
In the web view users can make a constituent inactive or make them active again by following steps below:
To mark a constituent inactive
1. Open the constituent record you choose to make inactive 2. Choose Mark as... option 3. Select Inactive
To mark a inactive constituent active
1. Open the constituent record you choose to make active 2. Choose Mark as... option 3. Select active