Hi all! - I am trying to figure out how to make sure ALL contributions made on a particular appeal since the beginning of the fiscal year are included in my reporting. I am missing gifts from people who have passed away since they made their gift and whose records have been marked deactivated. Not all of these people had a death date added to their records, so I am trying to figure out a way to capture them. Any advice? I am pulling the gift data through list manager. Thanks! - Elizabeth
List manager will not pull inactive records. There's no way to get around it. You can build this kind of list in Extraction Manager, however, and it will include the deceased / deactivated records. We ran into this when we first started with Tessitura. Extraction Manager is the way to go.Anne RobichauxThe Historic New Orleans Collection
We do not inactivate deceased constituents for this and other reasons, instead we add that as a suppression to any communications lists we pull.
Thanks for the advice. I'll give it a try.
Once you have all your list criteria set and saved - go to SHOW QUERY and delete WHERE a.inactive = 1 the save and generate and magically Inactive records are in your list.
Worked perfectly! Thanks so much!!
I would note here that constituent records may be inactive for a host of reasons besides being deceased. Most of these are unlikely to appear in your queries, but the chances of them causing issues is non-zero.
Maybe I imagined it, but I thought someone suggested an Idea to the board of either a global or user-level setting for lists to include/not include inactive constituents.
It's default in that name_status = 2 in T_CUSTOMER = deceased as set by TR_NAMESTATUS
There is a criteria Name 1 Status where you can select that. Just in case you want to be sure to get the right inactive records (that is if you use that status). If you are doing it in an extraction (segmentation) then it'll pull inactive already.
Perhaps? But when do you want merged records or incomplete records in a List? I'd argue the only time people want inactive records is because they are missing deceased constituents, and the answer is just to not inactivate deceased constituents.