Skip to main content
Solved

Archive donors/contacts

  • March 19, 2026
  • 2 replies
  • 20 views
Suzanne Hoban
Forum|alt.badge.img

It would be nice if NFG had an archive feature that could archive donors/contacts.  Currently, we just remove addresses so they never show up in any mailings,. but if would be great to have some kind of an ‘inactive’ feature.  How do others deal with this?

Best answer by Charles Case

Hi ​@Suzanne Hoban - I think that’s a good use case for a Custom Field. You could set up a contact custom field called “Inactive Contact” or “Do Not Mail” and have a single Yes answer. Then you can pull that into a Filter for future communications. 

 

Here’s how the Custom Field could be set up in Settings:

Here’s an example of how the Filter may look:

 

      2 replies

      Charles Case
      Forum|alt.badge.img
      • Charles Case
      • Community Manager
      • Answer
      • March 20, 2026

      Hi ​@Suzanne Hoban - I think that’s a good use case for a Custom Field. You could set up a contact custom field called “Inactive Contact” or “Do Not Mail” and have a single Yes answer. Then you can pull that into a Filter for future communications. 

       

      Here’s how the Custom Field could be set up in Settings:

      Here’s an example of how the Filter may look:

       

      Charles Case (they/he)
        Lori Yeager
        Forum|alt.badge.img
        • Lori Yeager
        • First Timer
        • March 24, 2026

        We added the custom field for Do not contact and filter out those with the do not contact = Y. We also remove the address and place it in a note on the record with why the contact was marked as do not contact.

          Terms & ConditionsCookie settingsAccessibility statement