Provide a way to always show inactive phones and emails
Add a default setting that allows the "Show inactive phones and emails" box to be checked on all records
-
Guest
- Feb 11 2015
-
Please can the system choose to have inactive phones displayed all the time
Merged Inactive phone/email/etc showing at all times, instead of having to tick the box every time a record is opened3
-
The ability to have the "show inactive phones and emails" button automatically set
Merged With the new version of RE, and all phone numbers in one place, it would be helpful if we could have the ability to automatically set the "show inactive phones and emails" button to show all phone numbers. Right now it defaults to unchecked, and h...2
Related ideas
We currently have only those emails that we wish to be "exposed" to Luminate to be shown as active. So the vast majority of emails, while useable, are marked as inactive to avoid the bandwidth issue. Users must remember to click the checkbox to see all possible email choices. This is not efficient. I concur that an option to set checked as the default would resolve the issue.
I agree. I'm actually undoing all of the 'inactive' boxes and replacing it with types so that
1. They show up on records and
2. so that we know if the email address is provided a second time by the donor / constituent.
yes please
Has this seriously not been implemented after 3 years??? Hiding inactives just leaves us open to people re-adding in already known inactive phones and emails. Not good. It should be stiky - once I turn it on, leave it on for me. Please.
I agree that we should be able to have a user preference to select if we want to default the inactive email address box to always be checked or not. Would be very helpful! You have my vote!
This same frustration has been heard from many of our users. Global option and/or User option or sticky option to be able to keep the Inactive checkbox on would be appreciated.
Like so many others have described here, we are finding it very frustrating to have to repetitively mark the "Show inactive..." box as we open records!!
Agree : User Options or a Business Rule, perhaps for flexibility to enable both so that at the high level this can be selected with business rule as default and then allow individuals who are not affected to opt out via user options, also if it allows granularity to give options under tools option for opting out of specific phone types, mostly this is useful with email addresses, handling bounce backs and at the same time updating email addresses from various sources, currently lesser impact with Phone Numbers [Tel/Mob...etc].
YES! I also tried to do a global replace and that field was not one of the options. It is disconcerting when viewing a major donor record that we know has multiple phones and suddenly only one is showing. RE arbitrarily checked phones as "inactive" when they may not be. Having this check box default to Yes will be a big help.
Don't want to have to check show inactive phones on each and every constituent I open - every time I open the record. Global options or at the very least sticky options would be appreciated.
Yes, please either show Inactive phones by default or allow us to globally mark them as such. Between arbitrary 7.94 upgrade implementation and user errors on our end, we have a lot of phones that we need to show on the records. Our casual users do not understand all the nuances of RE and do not get that they can check the "show inactive" box to see more information.
Since the implementation of 7.94 has been so messed up this added issue is creating a great deal of additional work for all of us as we need to check that box EVERY TIME we go into ANY donor record. It should work like the addresses where once you have that box for hiding addresses that do not receive mail is checked it stays that way.
Or allow us to globally change it to what we'd like it to be.
It seems like this would be a good option in Tools - User Options.
JJ
This seems like either a good option for User Options or a Business Rule to show or hid Inactive phones/emails
We're experiencing the same situation as several others who have commented; some of our constituents' phone numbers and email addresses have been marked "Inactive" by the system, even though we know they are still very much primary contact methods. For my colleagues who only access RE every now and then to gain a phone number or email address, they are regularly forgetting that the box must be checked to view all contact information available.