Recovering Archived Donors

Recovering Archived Donors

If you have archived a donor by mistake or a donor becomes active again, they can be pulled out of the archive with a few simple steps.

Right-click on the Donor list, or select "Edit" from the menu, and select "UnDelete." This will bring up a list of all deleted records.

 

Highlight the record you want to activate again and click "Undelete" to recover this donor from the archive.



If you try to create a new record that closely matches an archived record, Silent Partner will ask if you wish to recover the archived record instead of creating a new one.



    • Related Articles

    • How to Archive (Remove) Inactive Donors in Silent Partner

      If your donor list is growing too large to manage, you may wish to archive inactive donors. This process removes donors from your active list, but does not truly delete them. Their gifts will still be displayed in reports with the name "deleted ...
    • How do I merge duplicate donor records?

      You may occasionally find that you have two donor records for the same person. In these cases, it's a good idea to merge the duplicate donor records to clean up the duplication, and ensure all the information you have about that donor is consolidated ...
    • What's in a Donor Record?

      What is contained on a donor record? tab 1 is contact information and address. It also contains the fields First line (labels) and First line (receipts) which are mandatory fields that provide the donor name for the receipts or envelopes/labels ...
    • Top Donors Search

      There are 2 ways of finding this information. First way is via a report, the second way is with a Console tip. Via Report: From the Green Screen, select Reports-Additional Analytical Reports-Ranking reports If you have multiple offices, you will be ...
    • Flagging or marking important records in Silent Partner Desktop

      When you mark a record deceased, the font for that record in the donor browse turns orange but did you know you can flag other important records as well? When you flag a record, the font in the donor detail tab (1) and their row in the donor browse ...
    Societ Academy

    Learn what you need to know, any time. Free!



    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.



      Contact Us
      1-877-399-4645