Add option to leave SHOW INACTIVE PHONES AND EMAILS checkbox always on
We use the phones/emails INACTIVE checkbox to exclude certain phones/emails from mass communications. Fundraisers who need phones/emails for individual communication must therefore check SHOW INACTIVE PHONES AND EMAILS in database view (or INCLUDE INACTIVE in webview contact information tile) each time they open a constituent record. It is challenging to get them to remember to do this, leaving them to conclude erroneously that no contact information is available.
Option to leave SHOW INACTIVE always on could be either side-wide, or per user, via user options.
-
Rita Reilly
- Nov 11 2019
- Reviewed: Voting Open
Related ideas
1) We need this box to be "sticky" at the constituent record level for times when we are doing data cleanup. In DBV once I click the "Show inactive phones and emails" box it stays checked permanently. This is not the case in Unified View.
2) When an email hard-bounces, I update the email type to become "Hardbounce" and then mark the email address as inactive. This allows others to see that a particular email address is no longer receiving communications from us. If inactive email addresses are hidden gift officers assume there is no email address at all and then request that the data entry person add the (hard-bounced) email address which wastes time. The workaround is to leave the email as active - but that doesn't make sense either.
This has become a serious issue for your organization. We can no longer search for constituents based on an inactive email. Why this is not an option to default this as checked is amazing to me. PLEASE fix this issue soon!!!