Deleting Contacts

Deleting a Single Contact

Contacts > search and select the contact you want to Delete > clicking the three dots button > select Delete Contact. 

Deleting One or More Contacts

Delete contacts from the Contacts Overview > selecting contacts > clicking the Actions button > selecting Delete. 

TIP: make sure you add the 'Fundraising Transactions' filter > 'Frequency' with the logic 'Is Empty', if you want to make sure you only delete Contacts without any transactions.

Restoring Contacts

Have you or a teammate deleted a contact by accident, or changed your mind about a deletion? It happens! No worries, you can always restore contacts by going to 'Organization Settings' and heading to the 'Restore Contacts' tab.

Here you will see a list of contacts that were deleted in the last 90 days. Note that we do not keep a record of contacts beyond 90 days. 

Select the contacts that you would like to restore and click 'Actions' > 'Restore Contacts' > 'Confirm'