RELATED FEATURE REQUESTS
Delete a constituent with transactions
This idea would let you delete a single constituent and their transactions without deleting each transaction first. Without this, the most efficient way to delete a constituent with many historical gifts is by using the bulk delete feature.
We have a bunch of junk that was unable to be removed before coming to Bloomerang, as many many years ago, in an old system, people didn't have INACTIVE capabilities, so they moved deceased or other people to a "ZZZ" constiuent record, I believe so the $$ would still show as lifetime received or something. But, things were not done consistently, and with no names attached, the data contained in this "ZZZ" constiuent is unusable and not valuable to use today. I cannot remove this "ZZZ" record because there are thousands of donations attached, many of which are very small. Some could have been anonymous/no name cash sales at an event or whatever, but again, grouped like this does not contain any valuable info. We wanted this constituent removed when we imported into Bloomerang, but it did not work. So, it would be WONDERFUL to be able to remove this record! It can even leave a permanent report behind or send report to the Executive Director or whatever, so they know there is no "funny business". I think especially when these records are decades old, donations from the 90's, we should be able to archive it or something. I just have to remember to filter "ZZZ" from most reports, that has been my work-around
Our organization never deletes profiles with transactions. However, I can see a benefit to "archiving" such profiles. I suppose that's technically what the "inactive" status is meant to do.