Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Easily check whether to include diseased/inactive constituents in queries.

I just ran a query and was surprised to find that diseased constituents were still pulling into it. I assumed that diseased or inactive individuals were automatically removed from queries, but this has to be a manual addition to the "fields to include" section. I think it would be great to have a quick and easy check box in the "fields to include"  to decide whether you want diseased/inactive constituents pulled. 

  • Michelle Wallace
  • Jan 24 2018
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  • Guest commented
    January 25, 2018 15:45

    Oh, I totally agree!  Deceased and Inactive accounts should not appear in canned reports and/or query results by default.  It should the other way around; you should have to do something special to INclude and not EXclude them.