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Inactive Constituent with an Overdue Step

Angela Fulcher (Past Member)
$organization

Happy Tuesday - 

We have a inactive constituent (deceased) who has a plan with an overdue step. This is impacting our count of Steps in our Plan & Steps dashboard. 

Anyone have any idea how to close that step from the inactive constituent? The save button is grayed out and the completed date box is non-responsive when you click on it. 

  • $organization

    You can always reactivate the constituent, close the step, then inactive the constituent again. That might get tiresome if you have a bunch of steps to close on inactive accounts though.

  • $organization in reply to Allison Fuhrman

    Thanks! I have no idea why I didn't think to do that...blame it on the rainy Tuesday!

  • $organization
    Hi Angela
    If you re-activate the deceased constituent (from the Constituents tab on the Toolbar), you can then amend the Plan Step, and then make the constituent inactive again.
    Hope that helps.
    Natalie
     
     
    Natalie Heath | Individual Giving Officer
    Sage Gateshead, St. Mary's Square, Gateshead, NE8 2JR
    0191 443 5038 |     natalie.heath@@sagegateshead.com | www.sagegateshead.com
     
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