Finding households where affiliates are inactive

I was wondering if anyone knows of an easy way to find household accounts in which the affiliates of that household are inactive.  We inactivate individual accounts of deceased patrons, and we want to do the same if the household is deceased.  I'm trying to think of a way to track these down in a list and do some clean up.

Parents
  • Former Member
    Former Member $organization

    Steve,

    I haven't had a chance to test this yet, but you should be able to build a list to get this.  There are two criteria you need.

    • Constituents > Inactive Flag - In - Inactive
    • Relationships >  Relationship Primary - In - Yes

    That should give you every inactive patron with a primary relationship (meaning household).

    Happy hunting!

     

Reply
  • Former Member
    Former Member $organization

    Steve,

    I haven't had a chance to test this yet, but you should be able to build a list to get this.  There are two criteria you need.

    • Constituents > Inactive Flag - In - Inactive
    • Relationships >  Relationship Primary - In - Yes

    That should give you every inactive patron with a primary relationship (meaning household).

    Happy hunting!

     

Children