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
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.
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.
I had a Marketing person ask to pull a list of the number of accounts that were later merged, and another asked about the count of bogus accounts being created online.
But in general, I would agree that the by and large would tend to be deceased accounts. Though I do like the notion of inactivating deceased accounts in general anyway. It makes it easier to tell the difference between one John Smith and another John Smith.
I have enough sql and Tess knowledge to manage almost anything in list manager, but for most users, seems like it would be helpful to have some interface options available without having to go through manual query and, besides typing in the easy inactive hack, possibly also hit a different view or table than V_CUSTOMER_WITH_PRIMARY_GROUP that has inactive reason and there to filter the inactive reasons you want as they exist at your org, e.g. per Heath's suggestion.I have all kinds of standard exclusions in extractions to try to catch all the deceased, but sometimes they still slip through. I guess orgs that want this could create custom criteria...