By default the include deceased inactive and no valid address options should be unchecked

Danny Morris · April 2017

Each query we make has the include inactive constituents, deceased and no valid address checked...... WHY ?

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Why cant the boxes be unchecked by default? to receive an explanation that says I need to create a query template with these options unchecked is ridiculous. Why is there no business rule that allows me to uncheck these options as a default for all new queries made? With the data protection regulations coming into place in 2018, I would have tought this would be obvious

Ryan Hyde · April 2017

Well, I suppose the simple answer is that there are all sorts of cases where you want all or some of these boxes checked, not unchecked.

For example:

- mail/email suppression lists

- yearly analytics queries

- queries that feed various reports

Having these boxes either checked or unchecked by default is pretty arbitrary, and either decision is going to irritate some folks. I think it's probably best just to keep the arbitrary decision that has been in place for many years so as not to throw off users who are used to making these decisions on a query-by-query basis.

Have you searched for this topic in the Ideas tab in the forums? If it's not there, you could add it. If enough people agree that this is a real problem, the folks at Blackbaud may eventually offer a solution, such as adding a business rule. It's certainly not a quick fix, but it's probably the best route you have available.

Amy Dana · April 2017

I don't use most of my queries for mailings - most often they are for reports. So if I'm looking at everyone who gave to our capital campaign last year, I do want all those checked. I've been using RE so long it's second nature to check that, but it could be just me. Definitely add this in Ideas.

Christine Cooke 2 · April 2017

Danny Morris:

Each query we make has the include inactive constituents, deceased and no valid address checked...... WHY ?

Why cant the boxes be unchecked by default? to receive an explanation that says I need to create a query template with these options unchecked is ridiculous. Why is there no business rule that allows me to uncheck these options as a default for all new queries made? With the data protection regulations coming into place in 2018, I would have tought this would be obvious

I'm on board with what others have said. It depends on what you are doing and how your data is set up to work (how different orgs use some of those tags).

In many cases related to mail and emal, the unchecked -- do not include would be the choice

But -- with all of the reporting, you want to see everyone, whether they are alive or dead or missing an address so then you would include.

Some orgs do not use the Active/Inactive because it is too ambiguous as to what it is was designed for and every org. has a different definition or no definition at all.

I'm just in the habit of having those questions be ones that I ask myself every time I build a new query or report. SOP.

Melissa S Graves · April 2017

I would not support this change. Right now a blank brand new query is set to include everyone. If you click run now on an empty query you get everyone. That is as it should be. You then have to set criteria to limit who you see. They created the checkboxes for 3 very general and commonly used criteria to make it easier. I used RE when you had to add these criteria to eveyr query and I LOVE the checkboxes - I just would not want them unchecked by default.

By default the include deceased inactive and no valid address options should be unchecked

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