- For individuals, create a custom addressee/salutation and add it to inactive records:
- Add an addressee/salutation with a field containing text to indicate the constituent is inactive (e.g. "Inactive" or "I").
Note: To add custom text, enter it in the Field Name column, press Tab, and click OK to confirm you want to add the field. - Add an entry to the Add/Sal Types table to indicate the addressee/salutation is for inactive constituents (e.g. "Inactive").
- Add the new addressee/salutation and type manually or globally to your inactive constituent records.
Note: If you globally add the addressee/salutation and type, use a constituent query with the criterion Constituent Information, Inactive? = Yes.
- Add an addressee/salutation with a field containing text to indicate the constituent is inactive (e.g. "Inactive" or "I").
- For organizations, update the constituent IDs:
- Create a constituent query with the criteria:
Constituent Information, Key Indicator = Organization
AND Constituent Information, Inactive? = Yes - Edit the IDs of the constituents in the query to indicate they are inactive. For example, you could append an "I" to the existing IDs.
- If there are only a few constituents in the query, update the IDs manually.
- If there is a large number of constituents in the query, update the IDs using Import.
- Create a constituent query with the criteria:
- Format how names show on the report:
- For individuals, select:
- From Individual
- Use this address/salutation if present on the Individual: Select the type you created for inactive constituents.
- Otherwise use: Select the format to display for active constituents.
- For organizations, mark the "Include Constituent ID" checkbox.
- For individuals, select:
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