Inactive reasons

Hello,

We're looking for options on how to name the Inactive Reason for an idividual patron who's record does not qualify to be targeted for solicitations or marketing.  We want to inactivate the record but are looking for examples of how we can describe the reason. 

Any suggestions?

 

Thank you

Tatiana

 

Parents
  • We recently looked into expanding our reasons and for the circumstance you described, we would use "Invalid/No Activity".

     

    From: Tessitura Customer Service Forum [mailto:forums-cust.serv@tessituranetwork.com] On Behalf Of Amanda Freeman
    Sent: Monday, February 13, 2012 3:06 PM
    To: Guy, Jackie
    Subject: Re: [Tessitura Customer Service Forum] Inactive reasons

     

    For those we're just using "default inactive reason", since it's there, there are so few of them, and since we really only have the two possible reasons. If it started seeming like we had new, more specific reasons for inactivating we might actually track them specifically, but at this point that hasn't been the case. At one point I considered switching to "bad import" as a reason, but nobody really cared so we didn't bother. It was just assumed, if it were inactive and not deceased it was a bad import.

    Actually, the first few years we didn't even have a specific different reason for "deceased" since usually the name would already have that as a namestatus. But it did make it slightly easier to one-stop-shop see that as the inactive reason, instead of checking all the generically inactivated people for deceasedness. Sorry not to be more helpful.

    From: Tatiana Jofat <bounce-tatianajofat3236@tessituranetwork.com>
    Sent: 2/13/2012 2:54:19 PM

    Thanks Amanda,

    We're inactivating records that we're no longer going to add any activity to.  What do you name the reason for inactivating a bad record.  Do you use "Bad Record" or name is something else?

     

    Thanks for your help,

    Tatiana

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Customer Service Forum. You may reply to this message to post to the Customer Service forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • We recently looked into expanding our reasons and for the circumstance you described, we would use "Invalid/No Activity".

     

    From: Tessitura Customer Service Forum [mailto:forums-cust.serv@tessituranetwork.com] On Behalf Of Amanda Freeman
    Sent: Monday, February 13, 2012 3:06 PM
    To: Guy, Jackie
    Subject: Re: [Tessitura Customer Service Forum] Inactive reasons

     

    For those we're just using "default inactive reason", since it's there, there are so few of them, and since we really only have the two possible reasons. If it started seeming like we had new, more specific reasons for inactivating we might actually track them specifically, but at this point that hasn't been the case. At one point I considered switching to "bad import" as a reason, but nobody really cared so we didn't bother. It was just assumed, if it were inactive and not deceased it was a bad import.

    Actually, the first few years we didn't even have a specific different reason for "deceased" since usually the name would already have that as a namestatus. But it did make it slightly easier to one-stop-shop see that as the inactive reason, instead of checking all the generically inactivated people for deceasedness. Sorry not to be more helpful.

    From: Tatiana Jofat <bounce-tatianajofat3236@tessituranetwork.com>
    Sent: 2/13/2012 2:54:19 PM

    Thanks Amanda,

    We're inactivating records that we're no longer going to add any activity to.  What do you name the reason for inactivating a bad record.  Do you use "Bad Record" or name is something else?

     

    Thanks for your help,

    Tatiana

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Customer Service Forum. You may reply to this message to post to the Customer Service forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Children