Update Address Processing Options for Organizations to Only Mail to ACTIVE Contacts

We are trying to mail to multiple contacts at an organization and have modified the Address Processing Options to do so. There is a check box on the Organization tab within Address Processing Options to "Mail to each contact found". Checking this box truly means each contact found, including contacts who are inactive. We suggest that this check box be updated to mail to each active contact found or somehow have the ability to exclude inactive contacts (contacts whose constituent record is inactive). Additionally, there should be an option to exclude contacts whose relationship to the organization is inactive.

  • Amanda Brown
  • Jan 4 2019
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) The Nature Conservancy
Reported Version 4.0
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  • Amanda Brown commented
    18 Jan 17:04

    An update, including a workaround. We decided that if a contact's constituent record was inactive or if the relationship to the organization was inactive, then we would no longer define them as a "contact". We are cleaning up these accounts to remove the "Is Contact" flag so they no longer show up in our mailings where we are mailing to multiple contacts. We do still believe the Address Processing Options should be updated to only mail to active contacts to reduce the risk of mail being addressed to an inactive contact.