I can help with this part... > What is the best way of removing someone from the database (say deceased, or > no future potential) and still maintain previous donation info and other > info (for example to be able to track how many of a Board member's contacts > ended up being removed)?
You don't remove them. You use a check-box in the Contacts Flag to mark them as no longer usuable--like don't send newsletter and/or don't solicit and/or no renewals, etc. The idea is that you no longer will be contacting them, not that you don't want their data in the database. And be sure to be consistent in how you signal their change (write it into your procedures) so that others can tell what is going on. Lastly a note in the memo field helps in those odd cases! -- Beth Hynes Parks & Trails Council of Minnesota > Stephen Bisk > Jewish Opportunities Institute > > > > > > ------------------ > Reminder to each recipient: To change your list account preferences, go to > http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email > address you used to subscribe to the ebase support list:: > [EMAIL PROTECTED] > > To unsubscribe send a blank email to [EMAIL PROTECTED] > --------------------------------------------------------------------- > ebase - Relationship Management for Nonprofits, http://www.ebase.org > --------------------------------------------------------------------- > > ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
