Constituent Statuses

To enable someone to manage relationships with constituents or related actions or opportunities and view their assignments in Work Center, they must be a fundraiser. To make someone a fundraiser, select Mark as, Fundraiser on their constituent record. For more information, see Fundraisers.

To help prioritize fundraising efforts and avoid awkward interactions, you can mark a constituent as deceased when they pass away. To mark a constituent as deceased, select Mark as, Deceased. When you mark a constituent as deceased, you can also save a date your organization tracks for these constituents, such as when they passed away. For more information, see Deceased Individuals.

To limit the use of a disengaged constituent but retain their history with your organization for later reference, you can mark them as inactive. To mark a constituent as inactive, select Mark as, Inactive on their record. For more information, see Inactive Constituents.

To respect a donor's request for anonymity, you can indicate whether they give anonymously. To mark a donor as anonymous, select Mark as, Gives anonymously on their constituent record. For more information, see Anonymous Giving.

To respect a constituent's request to be excluded from all email communication, you can indicate whether they wish to receive email. To suppress a constituent from all messages you send through Email, Workflow designer, and Online Express, select Mark as, Requests no email on their record. For more information, see Email Addresses.

Note: When merging, if either the source or target record requests no email, Requests no email will be enabled on the target record.

To track who to exclude from mailings and reports, you can indicate when constituents have no valid address on record. On their constituent record, select Mark as, Has no valid address. For more information, see Addresses.

Note: When merging, if either the source or target record has a valid address, Has no valid address will be disabled on the target record.