Loading Profile...
Date Of Death?
DOD
Is there anywhere to list a date of death? Or make someone inactive without deleting them?
Or should I make inactive a group and note why?
Is there anywhere to list a date of death? Or make someone inactive without deleting them?
Or should I make inactive a group and note why?
I’m unsure
1
person has this question
I have this question, too!
Tell me when someone answers.
The more people who ask this question, the more it gets noticed.
The more people who ask this question, the more it gets noticed.
Create a customer community for your own organization
Plans starting at $19/month
-
Inappropriate?There is no specific DOD in the app right now, but you could easily add "DOD" as the name of a custom important date (just choose the Custom... option from the important date name drop down, which will give you a text field where you can type "DOD" or "Date of Death"). This will make DOD available as an option in the drop down moving forward for other records.
As for having inactive people, one method would be to tag people who are not active with "inactive" and then create a smart group called "Active people" with the rule "not tagged with inactive" - this effectively gives you a list of everyone who is active. You can also add other criteria to this smart group, such as "not tagged with visitor" or "not tagged with out of town" or any other criteria you can think of. This lets you keep everyone in your main database, but still have an easy way to send messages to just the active people in your organization.
Hope this helps!
EMPLOYEE
