CiviCRM Community Forums (archive)

*

News:

Have a question about CiviCRM?
Get it answered quickly at the new
CiviCRM Stack Exchange Q+A site
This forum was archived on 25 November 2017. Learn more.
How to get involved.
What to do if you think you've found a bug.



  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Deactivate Best Practices
Pages: [1]

Author Topic: Deactivate Best Practices  (Read 1641 times)

civicrmsav

  • I post frequently
  • ***
  • Posts: 121
  • Karma: 5
  • CiviCRM version: 4.2.6
  • CMS version: Drupal 7.x
Deactivate Best Practices
November 10, 2009, 08:29:38 am
I'm wondering what the best practice is for deactivating a contact while keeping their history.  For example a person is retiring, we wont need to contact this person any more, nor will we have current contact information for them, but I don't want to delete them and lose all of their history.  So I'm looking for someway to say "deactivate" this person, that is don't return them from any queries unless inactive people are specifically requested

I apologize if this is noted in the documentation somewhere, I searched but didn't find it.

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Deactivate Best Practices
November 10, 2009, 09:56:22 am
There is an item on the medium-term roadmap to provide a "move to trash" feature for contacts (as an alternative to actually deleting records). However for now there's no elegant way to "deactivate" a contact. Some sites have a convention of adding a specific word - e.g. 'INACTIVE' in front of the contacts' last name so that it's quite obvious when viewing the contact / viewing lists of contacts.
Protect your investment in CiviCRM by  becoming a Member!

civicrmsav

  • I post frequently
  • ***
  • Posts: 121
  • Karma: 5
  • CiviCRM version: 4.2.6
  • CMS version: Drupal 7.x
Re: Deactivate Best Practices
November 10, 2009, 10:53:40 am
Thanks so much for the feedback Dave.  Is there a way to subscribe to the feature request so I can follow it? 

Dave Greenberg

  • Administrator
  • I’m (like) Lobo ;)
  • *****
  • Posts: 5760
  • Karma: 226
    • My CiviCRM Blog
Re: Deactivate Best Practices
November 10, 2009, 12:17:48 pm
No issue in the Tracker yet. It's on the 3.2 roadmap:
http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+v3.2

* Separate operations / permissions for "Move to Trash" vs. "Permanent Delete" for contact records. The default action is "Move to Trash". Users with "Permanent Delete" permission can periodically run an "Empty Trash" operation. While implementing, look at providing immediate Undo action for deletes and eliminating the extra clicks (are you sure...) - as described here: http://www.alistapart.com/articles/neveruseawarning/ (XD: high on my wish list).

If this is important to you, consider stepping up w/ sponsorship (funding) in support of this feature. You can contact me directly dave at civicrm dot org.
Protect your investment in CiviCRM by  becoming a Member!

petednz

  • Forum Godess / God
  • I’m (like) Lobo ;)
  • *****
  • Posts: 4899
  • Karma: 193
    • Fuzion
  • CiviCRM version: 3.x - 4.x
  • CMS version: Drupal 6 and 7
Re: Deactivate Best Practices
November 11, 2009, 06:03:13 pm
Would (ab)using the 'deceased' function be an option?
Sign up to StackExchange and get free expert advice: https://civicrm.org/blogs/colemanw/get-exclusive-access-free-expert-help

pete davis : www.fuzion.co.nz : connect + campaign + communicate
Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Post-installation Setup and Configuration (Moderator: Dave Greenberg) »
  • Deactivate Best Practices

This forum was archived on 2017-11-26.