Archive, Delete, or Restore People

ChurchTrakr provides separate Archived and Trash areas so you can remove people from active work without immediately deleting their records.

Archive a person

Archiving retains all of the person’s data but excludes them from active interactions such as email, SMS, and volunteer activity.

1. Go to People and stay in the Active view.
2. Select the checkbox beside one or more people.
3. Open Actions.
4. Select Archive Person or Archive People.
5. Confirm the action.

Unarchive a person

1. Open the Archived view.
2. Select the appropriate records.
3. Open Actions and select Unarchive.

Move a person to Trash

1. Select the person or people from the Active or Archived view.
2. Open Actions.
3. Select Move to Trash.
4. Confirm the action.

Records in Trash are awaiting permanent deletion and can still be restored.

Restore someone from Trash

1. Open the Trash view.
2. Select the appropriate records.
3. Open Actions.
4. Select Restore Person or Restore People.

Permanently delete a person

Permanent deletion is available only from Trash. ChurchTrakr checks for related data and displays warnings before completing the deletion.

Warning: Permanent deletion cannot be undone. Review all warnings carefully and use permanent deletion only when the record should no longer be retained.