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
Prior to deleting a profile, it is recommended that any notes associated to the profile be deleted. If notes are not removed from the profile prior to profile deletion, they will become orphaned but can still be deleted using the bulk delete notes option.
- Navigate to the profile to be deleted.
- Click Delete in the left-side menu.
- Delete will not be available if the profile has any profile designations.
- Click [Yes].
If the profile has other activity, an error will display. Set the profile to inactive instead.
Delete a Profile Designation
- Navigate to the profile to be deleted.
- Click the designation to be deleted.
- Click Delete in the left-side menu.
- Click [Yes] to confirm.
An error may be encountered when deleting various designations. Make updates related to the error and then try deleting again.
Inactivate a Profile
- Navigate to the profile to be inactivated.
- Click Edit in the left-side menu.
- Check the Inactive box, and then click Save.