Ability to End date on single email address/phone

It's great that an end date was added to email addresses and phones! However, if it is the constituent only email address or phone the end date is grayed out. We may know that the email address or phone is no longer valid and not have a new email address or phone for that constituent. We need to be able to end date an email address or phone number if it's the consituent only email address or phone number.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Roberto Haddon commented
    28 Sep, 2020 08:50am

    We definitely need the option to add an end date to a Primary postal address (as well as Primary email addresses and phones) . At the moment, the postal addresses which are pulled from CRM into BBIS profile update are those which do not have an end date - and this means that the Primary address is pulled into BBIS even if it is flagged as 'Do not mail'. If the user overwrites that (old) address in BBIS with new address details, the Primary address record is updated in CRM but retains the 'Do not mail' flag. Of course, if anyone knows how to get round this, let me know! (r.haddon@ucl.ac.uk)

  • Bryan Plocek commented
    14 Sep, 2020 02:33pm

    In at least one of the merged ideas is the ability to future end date an address. Please include that as well, sometimes a constituent will tell you they are moving or switching jobs on a certain date, having to wait until that date and then remember to update the record is very easy to forget.

  • Margaret Parviainen commented
    11 Sep, 2020 07:57pm

    There are a few other ideas stating the same thing, each with a total of over 60 votes combined. These should be merged. It should also be consistent across phone, email and mailing address, so this is fixed for each of those locations.

  • Stephanie Krebs commented
    17 Oct, 2019 01:52pm

    Yes!  So many of our users are confused when there is not an end date on contact information, even with the caution icon.  

  • Non-profit Guest commented
    1 Mar, 2019 01:38pm

    Unfortunately the out of box table constraint doesn't allow primary contact records to be end dated. However I think Zuri Group has a solution that might be able to help with this.

  • Joel Bingham commented
    22 Jan, 2019 08:27pm

    No brainer! Would be very helpful here at UC San Diego.

  • Becky Batman commented
    22 Jan, 2019 08:12pm

    I recommend this for an address as well.

    This leaves updaters to have to go in after a new piece of contact data is received and add an End date to the old address.  Procedure.

    1. Process email a@aol.com as a former email, no new email is known.  a@aol.com still has a TYPE of CURRENT but it states Do not email.  This is confusing to the casual data user.

    2. Two months later add b@aol.com as the new address and then go into a@aol.com and add an END date so the TYPE is marked as Former.

  • Erika Layfield commented
    22 Jan, 2019 06:40pm

    Yes.  We have a work around of creating a new type called former, but this doesn't seem right!

  • Tony Graddon commented
    28 Sep, 2016 05:42am

    The ability to End-date a Primary email address should only be available when Do not email is already selected.  These two fields will need to be interlinked to prevent self-contradictory data.

  • Guest commented
    25 Feb, 2016 05:16am

    This is a no brainer for us at the Salvos. It is frustrating that we need another email/phone/address to end date the obsolete one. We don't always get a replacement email/phone/address

  • Asif Siddiqui commented
    14 Oct, 2015 09:52pm

    Same issue at Plan International Canada where if there is only one email or phone number the requirement is to end date it and not deleted the information for historical purposes

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