It would be nice if NFG had an archive feature that could archive donors/contacts. Currently, we just remove addresses so they never show up in any mailings,. but if would be great to have some kind of an ‘inactive’ feature. How do others deal with this?
Solved
Archive donors/contacts
Best answer by Charles Case
Hi
Here’s how the Custom Field could be set up in Settings:
Here’s an example of how the Filter may look:
Hi
Here’s how the Custom Field could be set up in Settings:
Here’s an example of how the Filter may look:
We added the custom field for Do not contact and filter out those with the do not contact = Y. We also remove the address and place it in a note on the record with why the contact was marked as do not contact.
Will they still be considered a contact and included in the number of contacts we are charged for at year end?
Hi
If that raises a concern for you, I’m sure there are some Filters we could run to identify contacts in your software that would be worth deleting to free up space! I recommend checking out the Managing Your Data webinar: https://academy.bonterratech.com/managing-your-data-in-network-for-good or you can come to one of our upcoming weekly Office Hours sessions and we’ll walk you through it: https://community.bonterratech.com/events?tab=upcoming&type=Network%20for%20Good%20Office%20Hours%20
FYI if anyone has ever given to your org, I highly recommend NOT deleting their record altogether. Try putting together a donor recognition system recognizing “lifetime giving” when part of your giving records are missing. It is worth the extra money to pay the higher tier to retain as much information as possible about your donors.
We added the custom field for Do not contact and filter out those with the do not contact = Y. We also remove the address and place it in a note on the record with why the contact was marked as do not contact.
Seems strange...all these nonprofits are creating a custom field of “do not mail,” wouldn’t it seem that it shouldn’t be custom and should be added to the software?
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