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 We may know that the email address or phone is no longer valid and not have a new email address or phone for that constituent.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.
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Guest
- Jun 29 2015
- Reviewed: Voting Open
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- +167
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Allow a Primary Phone Number to have an End Date
Merged When updating phone numbers in an import (following a OVM or Telemarketing effort) we want the ability to update the phone type to "bad phone number" (which we can) and then uncheck these as primary AND add an end date. If you do this, the syste...2 Reviewed: Voting Open
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Allow a primary address to be end dated if there are no valid addresses on the record
Merged We would like to be able to end date an invalid primary address on a record if it is the only address on the record instead of just marking it "do not mail." We do not want to delete the address because we need it for historical purposes, but we s...0 Reviewed: Voting Open
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Allow the End-Date field to be populated when ticking the 'Do not send
Merged when marking a primary current address as 'Do not send mail to this address', reason: 'No longer at address' the option to add an end date is greyed out. They would like to be able to add this date in so that we can see when the address was deemed...1 Reviewed: Voting Open
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Should be able to add an end date on a primary address if it is no longer valid, even if you have no new address.
Merged For record keeping purposes, we should be able to add an end date on a primary address when marking it "do not send mail to this address". We occasionally get returned mail with no forwarding address, so we need to mark the primary as no longer be...5 Reviewed: Voting Open
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Allow an email address to be end dated even when it is the only email address on the constituent
Merged Currently, CRM will not allow you to end date an email that is the only email address record on the constituent. Email addresses are now pervasive and identifiers. We want to retain even undeliverable ones. An individual email address may also be ...3 Reviewed: Voting Open
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allow the use of future dates for contact information and to also allow an end-date
Merged Constituents will often notify us when they're planning on moving. At the moment of receiving the information, we'd like to enter the information (and date) into the database and give a future start date for the new address AND we'd like to give a...3 Reviewed: Voting Open
Related ideas
It would be nice if we could enter an end date on the primary address also.
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These limitations negatively impact data quality as well as reporting. We need the ability to end date any contact data that is no longer valid. This functionality forces organizations to muddy up their data attempting workarounds that are ineffective and confusing for many end users.
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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)
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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.
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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.
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Yes! So many of our users are confused when there is not an end date on contact information, even with the caution icon.
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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.
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No brainer! Would be very helpful here at UC San Diego.
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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.
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Yes. We have a work around of creating a new type called former, but this doesn't seem right!
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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.
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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
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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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