There may be a time when you want to go through your contacts list and tidy this up, due to members leaving or contacts being in the list for a while. You can bulk delete contacts from within your Contacts Module in your admin area.
This article will follow the following:
- Deleting contacts (head to Step 1)
- Restoring contacts (head to Step 3)
Step 1:
Head to the Contacts Module, click on 'Contacts' on the left hand side of the page. From your contact table, you can select the contacts you would like to delete by selecting the tick-box on the left side of the contacts table, then select the 'more' button (three dots icon) to proceed to delete those contacts.
Step 2:
You will be prompted to confirm that you are happy to delete these contacts. Make sure you tick the 'I want to delete these contacts' box and then the blue 'Confirm' button.
Once deleted, contacts will be archived for a further 30 days then permanently deleted. This will anonymise all historical transactions related to this contact. After this point, this action can't be reversed.
Please Note: Contacts who are administrators, active members or main contacts will not be deleted. You will need to go and delete any active memberships or remove administrator access before trying to delete them.
Step 3:
If you wish to restore the contacts you have since deleted within the 30-day time frame, click on the 'Contact Options' tab in the top right of the contacts module and select 'View archived contacts'.
You will then need to click on the contact that you wish to restore, and click the blue 'Restore' button in their contact profile that appears next to their name.
Any comments?
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