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
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!!
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.