How do I archive a volunteer when they retire?

Archive a volunteers means when they leave your organization and/or retire, you want to archive their records so it's no longer immediately visible in your Complyfile. If they rejoin you can always bring their records back from your archives.

  1. Go to your Admin dashboard.
  2. Go to the Search bar.
  3. Type the name of the volunteer you want to archive.
  4. Click on the + button, select Archive.

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