import interactions into deceased records

Allow users to import interactions into deceased or inactive constituent records
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
  • Feb 15, 2019

    Admin response

    Note:  The Bulk Import service supports importing interactions on deceased or inactive constituents.

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  • David Wanless commented
    July 10, 2023 00:42

    FYI, we've long been working around this behaviour by unmarking records as Deceased or Inactive, doing the Import, and then marking them as Deceased or Inactive again. We don't like this because it's tedious but it also loses the original history of when and why records were so marked. However, it's much less work and more accurate than creating the Interactions manually.

    Please fix it.

  • crmSupportRequests commented
    June 05, 2023 14:39

    The bulk import service is no longer available, can we take another look at this?

  • David Wanless commented
    May 31, 2023 02:16

    This would be really useful, for both Inactive and Deceased records. It's a constant manual workaround importing such Interactions, which we frequently need to do when bringing data in from other systems. Please remove the restriction.

  • Joe Price commented
    February 23, 2022 21:11

    @Admin -- but this is only if you choose ID for the search list, correct? There is no way to do quick find and provide search list overrides to include deceased or inactive records.

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