Altru Ideas

Automatically Update Primary Member and Membership when Constituent Marked Deceased

I would like more automatic functionality when a record is marked deceased. If there is a spouse, they should become the primary member, the membership should not become "lapsed", constituencies like donor and member should get automatic end dates, etc.

Guest
Jan 4 2016
Reviewed

Best Practices / Constituent Records

Attach files

Enter a subject

+7

7 Vote

Updating Membership Record When Primary Member is Deceased Merged

Recently we almost missed receiving a significant membership renewal because the primary member was marked as deceased. When we mailed renewal notices, the other spouse wasn't recognized as the primary member. Had to change the information manuall...

Created 04 Jan 14:10 by Guest

Membership

0 Reviewed