• Marking individual records as active or inactive:
    1. In Records, click Constituents.
    2. Click Open a Constituent and search for and select the appropriate constituent record.
    3. On the Bio 1 tab, mark or unmark the Is inactive checkbox.
    4. Click Save and Close on the constituent record.
       
  • Marking a group of records as active or inactive:
    Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
    • Using Globally Change Records:
       
      1. Create a constituent query of the records to change.
      2. Click Admin, Globally Change Records
      3. Highlight Constituent and click New Change  
      4. We recommend clicking Include and selecting a query of the constituents to change  
      5. In the Show field, select Biographical  
      6. Double-click Constituent is inactive  
      7. Select Add as the Operator and Checked or Unchecked as the value. Checked marks the constituents as inactive, and Unchecked marks the constituents as active.  
      8. Mark the Overwrite existing value checkbox  
      9. Click OK  
      10. We recommend marking:
        • Create a control report and select Print or Preview
        • Create query of exceptions
        • Create query of changed records
      11. Click Change Now to process Note: Use this method if you can query on the appropriate constituents. If you have a data file that contains the constituents and are unable to query on them, use Import instead.
         
    • Using Import:

      You can use this option if you are importing a group of new constituents or have an import file to update existing constituents. 
      1. Ensure your import file Includes the following fields:
        • Headers* Import ID**, IsInactive
        • Corresponding field names Constituent Import ID, Is Inactive
      2. Mark the Constituent as active or inactive in the import file:
        • To mark the inactive box on the constituent record, enter one of the following values in the IsInactive column: Yes, Y, True, or T
        • To unmark the inactive box on the constituent record, enter one of the following values in the IsInactive column: No, N, False, or F
      3. In Import, select Constituent from the Constituent category. Click New and select the following parameters. For more information on what these parameters mean, refer to How to import in The Raiser's Edge 7 - The Basics of Importing.
        General Tab:
        • What do you want to do?: Update existing records
        • Options: Import records not found as new records
        • What file do you wish to import?: Browse to the import file
        • How do you want the system to identify existing constituents?: Use the Import ID**
        • What is the format of this import file?: Delimited
        File Layout Tab:
        • Field Separators and Text Qualifiers: Comma, Quotation
        • Import Field Names: Field names are on the first line of the import file
        • Sample Import Format: Verify the first few rows of the import file
        Fields Tab: In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.
        Summary Tab: We recommend marking all available checkboxes. At the very least, mark the Create control report option.

        ** In the import file (step 1), you can use the constituent ID or Social Security number instead of the import ID for the unique identifier. Use the same field in the How do you want the system to identify existing constituents? frame in Step 3.