Deleting and Hiding Contacts

Deleting Contacts

When the contacts and their donations sync to MPDX from a donor system, the contacts cannot be deleted. The data that is synced from the donation system will override the deleted contact record in MPDX. The solution is to hide a contact instead.

Hiding Contacts

You can hide a single contact or multiple contacts from the Contact page.

Hiding a Single Contact

  • From the Contacts tab, find the name of the contact you wish to hide.
  • Click on the contact record.
  • On the right, click on the Hide button.

  • A message will show on the screen confirming your change. When you select "Yes," the contact will be hidden and the status will change to "Never Ask."

Hiding Multiple Contacts

  • Click the Contact row once to highlight the contacts you wish to hide.
    • They will be highlighted in light blue.
  • Hold the shift key to select more than one record at one time. 
    • The number of selected contacts will be listed next to the Select button.
  • On the top right, click on the Actions button and select Hide Contacts.

  • A message will show on the screen confirming your change. When you select "Yes," the contact will be hidden and the status will change to "Never Ask."

Hiding a Contact by Changing the Status

You can also hide a contact or multiple contacts by selecting one of the following inactive statuses;

  • Not interested, Unresponsive, Never Ask, Research Abandoned, and Expired Referral.

To change the status for one contact:

  • Click on the Contact tab.
  • Go to the Status drop down list.
  • Select an inactive status.

To change the status of multiple contacts:

  • Click the Contact Name once to highlight the contacts you wish to hide.
    • They will be highlighted in light blue. 
  • Hold the shift key to select more than one record at one time. 
    • The number of Selected Contacts will be listed next to the Select button.
  • On the top right, click on the Actions button and select "Edit Fields."

  • Click the dropdown arrow to the right of Status.
  • Select any of the Hidden Status types.
  • Click Save.

Note: You can filter on any hidden status to get a list of hidden contacts.

Unhiding Contacts

A hidden contact or multiple hidden contacts can be moved from a hidden status back to an active status.

To move a contact from a hidden status:

  • Click on the Contacts tab.
  • Use the Filters on the left to enter the Status, "Hidden."
  • All hidden contacts will be displayed.

  • Next, click on the Contact name.
  • Select an Active status from the list of Statuses. 
    • This will move the contact from the 'Hidden' status to an 'Active' status.

To move multiple contacts from a hidden status:

  • Click on the Contacts tab.
  • Use the Filters on the left to enter the Status, "Hidden."
  • All hidden contacts will be displayed.
  • Click the Contact row once to highlight the contacts you wish to hide.
    • They will be highlighted in light blue. 
  • Hold the shift key to select more than one record at one time. 
    • The number of Selected Contacts will be listed next to the Select button.
  • On the top right, click on the Actions button and select "Edit Fields.

  • Click the drop-down arrow to the right of Status.
  • Select one of the active statuses from the list.
  •  Click on the Save button.

NOTE: When you manually enter a contact into MPDX and the contact is not synced from a donor system, you are able to delete the contact record. 

  • Click on the contact's name.
  • Click on the Detail tab.
  • Scroll down to the bottom of the page.
  • Click the 'Delete' button.

  • A message will show on the screen confirming you want to delete the contact. This action cannot be undone.