Use Mark as closed when you want a company to remain searchable in your plugin, but any donor who selects that employer is automatically marked ineligible once the record enters the matching module.
What “Mark as closed” does (at a glance)
Quick reference — When to use each option
What “Mark as closed” does (at a glance)
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The company still appears in your matching gift search tool.
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When a donor selects that employer, the resulting donation record is auto-set to ineligible (“closed”) in the matching module.
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Use this when a company is not match-eligible for your org (e.g., organizational restrictions), but you don’t want to fully hide it from search.
How to add a company (steps)
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Open the Company Exclusions – Mark as closed section in your matching module.
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Start typing the company name, then press Enter or select the company from the suggestions to add it.
How to remove a company
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Click the Remove Exclusion button next to the company you want to reinstate.
Quick reference — When to use each option
Use this table to choose the right control for your situation.
| Option | What donors see | What happens to the record | Use when… |
|---|---|---|---|
| Mark as closed | Company appears in search | Record is auto-ineligible on entry | The employer exists, but your org treats it as ineligible |
| (Other tool) Hide from search | Company does not appear in results | N/A | You need to fully suppress an employer from donor search (shown in the left card of the UI) |
Best-practice tips
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Prefer Mark as closed over hiding when transparency helps donors understand why their employer isn’t eligible for your organization.
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Review exclusions periodically to ensure they still reflect your org’s criteria.