How do you code non working constituents

Joanne Felci

How are people marking constituents that used to have a primary business associated with them but have now retired.

I'm thinking of putting it in a note but wondered what others do

Veronica Renzo

@Joanne Felci we use the relationship Date From/Date To with a relationship of former or retired partner or employee. We also add a Note that the person retired from said company. We then usually have to change primary/preferred email address and mailing address.

JoAnn Strommen

@Joanne Felci Great question.

In the db I inherited they have done a variety of things.

• New primary Org relationship of “Retired” and date from
• On last org relationship added “Retired” in front of data in the position field
• On last org relationship move position to our previous position attribute on the relationship and put ‘Retired’ as new position.
• Just put a ‘date to’ on current

These all still remained marked as primary org relationship.

Because we do a phonathon I found option 2 to be the best. It provides phonathon vendor with company and their position as we have a number that do matching gifts. When it's not there I was always getting updates/corrections that they were retired or who their employer was so $ could be matched.

Dariel Dixon

@Joanne Felci I think for retirement, it's safe to use the position field. We also have a relationship of “Retired/Former Employee” that we use. That way, it still shows up as a relationship, and people in NXT can see it.

Joanne Felci

thanks for everyone's responses!

We are going to go with an organizational relationship with RETIRED - (NAME OF COMPANY) and if we know the date they left the company put that in the From field…also selecting Retired from the position pull down.

Faith Murray

@Joanne Felci
? We do something similar: we use a Relationship Position type of “Former contact”.