In Web View: Query > Criteria > Constituent > Specific Record: Allow for Inactive constituents to be found and selected
We should have the ability to search and bring in inactive constituent records into a Query Criteria in Web View through the Specific Record field. Currently inactive constituents are not allowed to be part of the Specific Record criteria in Web View. I have this ability to bring inactive constituents into a Query through this route in Database View. It is not productive, or good data hygiene, to have to change the inactive/active status on records just to be able to bring them into a query in web view. Thanks.
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Emily Marshall
- Feb 24 2025
- Reviewed: Voting Open
Related ideas
This would be SO HELPFUL in avoiding duplicate records!
This should be the case any time you're searching for a record anywhere in the database. It should look at all records, not just the active ones.
Yes, I use this all the time for Appeal ID -- I can set an inactive Appeal ID as my criteria in Database View but not Web View. Oddly, once the inactive appeal is added in database view, I CAN use that query in web view successfully -- there's just now way to set that inactive criteria in web view. The ability to search for and add inactive criteria in web view is pretty critical, so I hope it's coming soon in web view and definitely would need it before Database View is sunsetted.
This would be so helpful!
Ability to pull any inactive records into a query.
In db view, there is the "display inactive ____" in the criteria fields for campaigns, appeals, funds, etc.