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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. 

Parents
  • $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
     
    North Music Trust is registered in England as a company limited by guarantee, number 4044936 and as a charity, number 1087445.
     
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  • $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
     
    North Music Trust is registered in England as a company limited by guarantee, number 4044936 and as a charity, number 1087445.
     
    This email message and any files transmitted with it are intended for the addressee only. This message and any files attached may contain information which is private and confidential. If you have received this message in error please contact the sender by email or telephone us on 0191 443 4666 as soon as possible. If you are not the intended recipient of this email you must not use, disclose, copy, print, distribute or otherwise use any part of it.
     
    Whilst all reasonable endeavours are taken to screen emails for known viruses, North Music Trust cannot guarantee that all transmissions will be virus free.
     
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