Delete, Erase or Merge Person Records

Overview

Options for removing records from the system:

1. Delete - The record will remain in the system but marks it as deleted so it no longer comes up in searches or reports
2. Erase - Removes all traces of the record in the system (this option is generally only available to administrative users)
3. Merge  - See Merging Duplicate Records

NOTE: A record cannot be Erased if it has contributions, pledges, invoices, registrations, or any financial related information attached to it.  In this case, the best course of action is to merge the record with another record for the same person which will transfer all of the ancillary records to that main record and erase the duplicate record from the system.

Recovering a Deleted Record

If a person record has been deleted, you can reverse the deletion as follows:

1. Load the deleted person record by either using the Recent Persons list on your Gnosis home screen or, the PID if you know it. 
   (Note: If the PID is unknown and the record is no longer in the recent persons list, you can place a request to support to obtain the PID of the deleted record).
    
2. A deleted record will have a small red "X" above the name area:
   
    
3. Click on the red "X" to undelete the record and press the save button.