Inactivate or Delete a Cause Team

This article goes over inactivating an individual team within Causes.

Learn more about Causes here.

Inactivating a team allows you to keep your Causes operational while adjusting just one of the many teams you may have.

This is a great feature for advocates who want to raise money for a specific amount of time – like a birthday fundraiser. You can simply deactivate their fundraising team when their timeframe is over, and keep them moving forward with all your general fundraising efforts.



Inactivating a team

Go to Causes on the left sidebar. From there, open the Cause that team is active under.

Find the team from the list of teams and select DETAILS.

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Once you're looking at the team editor, choose Edit Team Info.

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Choose to Inactivate Team.

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Once that team is inactivated, it will be moved to the end of the team list and be given the status Inactive.

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Deleting a team without pledges or donations

If a team has been created, but no one has donated/pledged toward their team, deleting is very straightforward.

Go to Causes, then select the Cause you're trying to edit. Once you see the teams in your Cause, find the one you're trying to delete, and select Delete at the bottom of the Cause team's card. This will permanently delete that team from the Cause.

 



Deleting a team that has pledges or donations

If someone has donated/pledged toward a team, that donation/pledge must be reassigned to a new team before that team can be deleted. The easiest way to reassign these donations/pledges is through bulk editing.

To bulk edit, go to Activities. In the Filter bar (next to the filter icon and "Add") type in "By Team" or "By Team Member", select either of those filters and type in the name of the team you're trying to delete.

You should now see a list of all the donations and pledges placed for that team.

On the right sidebar, select Bulk Edit. From there, choose Campaign under Field to update. 

Important: If you want these donations and pledges to count toward your Cause's goal, you must reassign them to a Team within that Cause. Otherwise those amounts will just go toward your Campaign's totals, not that specific Cause's totals.

Choose the Campaign, Cause, and Team you'd like to reassign the donations/pledges to. If you don't want those amounts to apply toward that same Cause, then you don't need to select a Cause or Team.

Once you've successfully bulk edited those transactions, you can delete the team.

Go to Causes, then select the Cause you're trying to edit. Once you see the teams in your Cause, find the one you're trying to delete, and select Delete at the bottom of the Cause team's card. This will permanently delete that team from the Cause.

 

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