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.