Glad you’re back, and I’m glad to share with you about how to search for inactive individuals or profiles. There is an easy way to search for inactive individual profiles using CCB’s native UI/UX.
In addition, and as a bonus, I’ll guide you step-by-step how to use the CCB API to search for inactive individuals should you have processes and external systems where it is mission critical for individual profiles, data and statuses to be in sync. Let’s get started with using CCB’s native UI/UX.
Log into your CCB account and click the Person or People icon located on the left hand side of the browser page. It should take you to page that looks like the following screenshot below.
To search for individual profiles that are inactive, you’ll need to use the advanced search functionality. To do this, click the text link ‘Other search options’.
You are then taken to a screen with drop downs as shown below. If you know the person’s name, first or last, then you can add it as search criteria. You can add or remove as many criteria as you would like by using the green + or red x symbols respectively as shown below.
For the sake of time in this example, we’ll use the Inactive selection (see screenshot below).
Once the Inactive selection has been selected, then choose the Is Set option.
Once the Is Set option has been selected and all other criteria selected and set appropriately, then click the Search Now button.
The search results screen will either appear with individual profiles matching your criteria or a no results found message.
In our example, the search results return a list of individual profiles that are marked inactive. I created a profile using my own name and set it inactive for this example as shown below in search results. Click the the name of the individual in the search results to be taken to that specific person’s profile.
You’re then taken to the person’s profile page (as shown below) where you can see a bright blue box with the word INACTIVE in dark blue across the top.
To edit the profile, click the Edit Profile text link under the Profile Settings header in the right hand column.
Once at the profile edit page, click the Admin tab across the top just above the bright red box with the word INACTIVE in white.
Scroll down until you see the Inactive/Remove check box located under Options, make sure the box to unchecked the check box, and then click the Save button. That’s it, you’re done!
Now the person that you accidentally set inactive or maybe the person left the church and came back (surely not at your church! 🙂 ), either way knowing you can reset someone active without creating more unmerited accounts will help you keep your CCB from bloating with multiple individual profiles.
Using the CCB API to find and reset inactive profiles
Okay, so now for the CCB API and how to use it to find inactive profiles. A bit of the code that will be presented has a foundation built upon two previous posts: How To Search For Individuals and How To Search For Individuals – II.
I’m not going into great detail, so if you have questions about the codebase, you’ll want to read the previous posts which breaks down the entire search functionality codebase.
So here ya go… here’s how you retrieve inactive individual profiles using the CCB API.
// contains resusable globals and functions
$apiService = 'individual_search'; // CCB api service
$status = 'true'; // sample field to search for (See CCB API documentation for more $apiService fields)
$urlData = array_filter( array(
'srv' => "$apiService",
'include_inactive' => "$status"
$rss = ccbDetails('get',$urlData); // transform to XML
$nodes = $rss->xpath('//individuals/individual'); // xpath for individuals->individual
foreach ($nodes as $node)
$response_object .= $node->full_name.' ('.$node['age'].')'."<br/>"; // now print the person's full name and age (See CCB API documentation for more $apiService fields)
Hope this tutorial sparks a few ideas for how you can use the CCBI API to find inactive individual profiles, and keep your external systems in sync with CCB.