Delete a Profile or Profile Designation

Profiles can only be deleted from the system provided they do not have activity associated with them. This includes profile designations and campaigns. Profile designations can be deleted individually if there are no transactions on the designation. For example, a donor designation with donations cannot be deleted.  If you want to remove the profile from communications but retain all history on the profile, make the profile inactive.

Delete a Profile

1. Navigate to the profile you want to delete.
2. Click Delete in the left-side menu.
   • Delete will not be available if the profile has any profile designations.
3. Click [Yes].
   

If the profile has other activity, you will encounter an error. Set the profile to inactive instead.

Delete a Profile Designation

1. Navigate to the profile you want to delete.
2. Click the designation you want to delete.
   
   
   
3. Click Delete in the left-side menu.
4. Click [Yes] to confirm.
   

You may encounter an error when deleting various designations. Make updates related to the error and then try deleting again. 

Inactivate a Profile

1. Navigate to the profile you want to make inactive.
2. Click Edit in the left-side menu.
3. Check the Inactive box, and then click Save.