Constituency still active even when end date is set

 After adding end date to a constituency on a constituent's record, the constituency remains active on the record.
The green check mark showing in the Active column of the Constituencies sub-tab on a constituent record is based on if the constituency as a whole is active and not if it is before the end date on a constituent's record.

To view the status of a constituency, or mark it as inactive for use on records:
  1. Go to Constituents > Constituencies
  2. Click the drop-down next to one of your constituency codes
  3. Click Mark Inactive

To view donors with constituencies that are active based on the dates:
  1. Click Analysis Information Library
  2. Click Add an ad-hoc query
  3. Choose Constituents as the Source View 
  4. Add the field Constituencies\Constituency to the Include Records Where field:
    1. Click Constituencies from the left column
    2. Click Constituency from the middle column
    3. Drag the field to the Include Records Where 
    4. Choose Equal to (or not equal to if you are trying to exclude)
    5. Choose the constituency you want to include
    6. Click OK 
  5. Add the field Constituencies\Date to the Include Records Where field: 
    1. Click Constituencies from the left column
    2. Click Date to from the middle column
    3. Drag the field to the Include Records Where
    4. Choose is on or after from the dropdown
    5. Enter a specific date
    6. Click OK
    7. Click that row in the Include Records Where section 
    8. Click the (+ button to add a parentheses at the top of the screen
    9. Click Date to from the middle column
    10. Drag the field to the Include Records Where
    11. Choose blank from the dropdown
    12. Click OK 
    13. Click that row in the Include Records Where section
    14. Click the or button at the top of the screen
    15. Click the )+ button to add a parentheses at the top of the screen
  6. Save the query 

Steps to Duplicate

Create major giving constituent
  1. Go to Constituents Add an individual
  2. Enter in at minimum, first and last name
  3. Click Save
Add major giving constituency
  1. Go to the new constituent record
  2. Click the Personal information tab
  3. Click Constituencies tab
  4. Click Add > Major giving prospect
  5. Add a start date, click Save
Add end date to constituency
  1. Click dropdown arrows next to Major giving prospect 
  2. Click Edit
  3. Add an end date later than date from
  4. Click Save

Environment

 Altru Arts & Cultural

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