Posted this in IT, but this is probably a Development consideration for most organizations:
I got a request to inactivate a foundation a while ago because the foundation in question had ceased operation. But I'm reviewing inactivated accounts recently, and it does sort of bother me -- in my mind you inactivate an account because you wanted to delete it, but Tessitura doesn't really support account deletion. If a customer "ceases operation", you mark them as deceased (although some will also inactivate). Should perhaps there be a new name status of Defunct for organizations no longer in operation? How do other licensees handle this?
To me you would inactivate an account because there's no reason to do anything else on it. You can use Mail restrictions to keep them off lists, it's a just another way to keep from pulling them in to anything active. We have several inactive reasons we use, Company Defunct is one of them, we've had some companies cease operations. We also use things like Political Departure for politicians we keep track of, In Senior Care Facility, Moved out of BC. The main problem is the Reason will disappear when you activate the record and there's no way to know after that what it was.
Ann
Unknown said:The main problem is the Reason will disappear when you activate the record and there's no way to know after that what it was.
Oh, that is a good thing to keep in mind. Thanks!
Hi Gawain,
We do the same thing although we have added a couple of entries in the TR_INACTIVE_REASON table (such as "Organisation Closed") to mark such organisations. We also put a Note in the research tab detailing how/when we learned of the status of the organisation.
I take on board Ann's point but we are yet to re-Activate a record. Should an organisation re-surface, it's usually as a different legal entity and so we create a new record, Associating it with the one that went bust/inactive.
Martin