Hello all,
I'm wondering if anyone would be willing to share their process for marking patrons as deceased, and how you find it easiest to pull these patrons to recognize them for annual giving or an in memoriam.
Our current practice has included marking constituents as inactive in addition to deceased, but I find that makes the process for pulling giving harder, since they won't be pulled in lists. Even going through the extra step of running an extraction, I'm still finding locating these people difficult. In one instance, a patron who is marked with deceased status and with deceased as her reason for being inactive still didn't pull even though others did.
Any help is appreciated!
Hey Ashley,
If you or someone on your staff has SQL experience, you can write a manual script that will include inactive accounts and pull exactly what you are looking for in your list. Another option is to use Extraction manager to pull your list. Lists inherently exclude inactive accounts and extractions inherently include inactive accounts. Here is a screen shot for List Manager showing the query and the code tat controls inactive/active accounts. 1 = active accounts. I believe 0 = inactive accounts.
To get to the query interface, click "show query" next to "graphical edit".
- Chris