Sometimes lists of donors need a declutter! People move on or there have been single gifts from visitors you aren’t expecting to hear from again. The solution is to archive the donor.


Archiving fully preserves the donor record and associated donations. These records will still appear in reports and appear in repayment claims where necessary. The main significance of an archived donor is that this person isn’t cluttering up the main list that you use regularly.


To archive a donor, use the link in the green panel top right on the summary page.


Archived donors can be found by selecting 'show archived' button at the top of the main donors list page, right of the search button. Each archived donor record contains a 'un-archive' button to the right of each row. Click this to re-activate the donor.