With any CRM, data can be considered as being in a ‘fluid’ shape, in that it is always changing. Data that you have painstakingly entered a couple of months ago is already showing possible signs of degradation. With CiviCRM, due to it’s tendency to be used moreso by non-profit, or voluntary organisations, this becomes even more of an issue when long-term entries pass away. For the loved ones who are left behind, it can be quite traumatic to get a mailing, or email addressed to their dearly departed. Of course, most data administrators mark such members as deceased as soon as they are made aware; But, as part of maintaining the data in the system, it’s recommended to occasionally check the groups to ensure that no members that are marked as ‘Deceased’ are included in Groups, etc. – it’s always a good, quick ‘housekeeping’ check that can ensure database integrity and freshness. Running Your Search: Depending on the search you’re doing (either in Groups, or Advanced Search), you should be looking to filter out *not* deceased members under the ‘Demographics‘ section. Conversely, if you were looking for all deceased members, in Advanced Search, you’d need to select *is* deceased in the same section. Quickest way to remove the members from the group is ‘select all’, and choose the option “Remove Contacts from Group”: Repeat these for each of the groups / mailing lists you have in your system.
How ERP solutions can help in the sector of Digital Energy?
Introduction The energy sector is crucial in powering the modern world, providing fuel and electricity for industries, homes, and transportation.