Import process for Interaction Batch not allowing import to Deceased or Inactive records

David Wanless

It's been a long-standing bugbear (and arguably bug) in BBCRM's Import process that, when importing into an Interaction Batch, Deceased and Inactive records cause exceptions. We've long been working around it by unmarking records as Deceased or Inactive, doing the Import, and then marking them as Deceased or Inactive again. We don't like this because it's tedious but it also loses the original history of when and why records were so marked. However, it's much less work and more accurate than creating the Interactions manually. There's an existing BB Idea to fix this:

but it's not getting any traction.

It occurred to me that this behaviour may be coming from the Search List used to find the Interaction. Does anyone know? More importantly, does anyone know which Search List is used and has anyone tried to replace that Search List which doesn't impose this restriction?

Obviously, if you have any other ideas, they may also be handy.

Thanks for any tips or ideas,

David.