Deleting a Constituent

Use these steps to permanently remove a constituent from your event.

⚠️ Important: A constituent cannot be deleted until all associated activity has been removed or resolved

Check for RSVP / Ticket

• If the constituent has an RSVP or ticket, it must be removed first
• Go to the constituent record
• Select Reservation Level and remove the assignment

💡 Good to Know: If the ticket was purchased by another guest, remove them from the purchaser’s Additional Guest Reservations

Check Table Assignment

• If the constituent is assigned to a table, remove them
• Go to the constituent record
• Select Table and clear the assignment

Check for Purchases or Donations

• Remove any items, donations, or purchases tied to the constituent
• Confirm they were not valid transactions before deleting

Check for Bids

• The system will not allow deletion if the constituent has bids
• Remove any bids associated with the constituent

⚠️ Important: Active or past bids must be cleared before deletion

Delete the Constituent

• Go to All Constituents
• Find the constituent
• Click the trash can icon on the far right
• Say yes in popup to remove record.

• You will receive warnings if the above actions are not complete

💡 Good to Know: If the trash can icon is missing or you receive an error, one of the required steps above has not been completed

Printable Quick Help Guide:

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💡 Good to Know

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