Add a DeceasedRecordFinder Process

To run the DeceasedRecordFinder process, you must first create the process and provide information about who Blackbaud should contact if there are questions.

1. From Administration, select Data tune-up. The Data Tune-Up page appears.

2. Select the DeceasedRecordFinder tab. A list of existing processes appears.

3. Under DeceasedRecordFinder process, select + Add. The Add DeceasedRecordFinder process screen appears.

4. Enter a unique Name and Description to help identify the process and the information it includes.

5. To restrict use of the process to a specific site at your organization, in the Site field, select the site to use the process. You can create one process for each site.

   To not limit the process to a specific site, leave this field blank (all sites).

   Note: Your organization can only have one process per site.

6. Blackbaud may contact your organization with questions about submitted addresses. Determine which individuals at your organization Blackbaud should contact.

   Enter the contact's names, job titles, email addresses, and phone numbers.

   Note: However, for AddressFinder and DeceasedRecordFinder, you won't receive a notification from Blackbaud when your updated file is available. Simply check back on the process status page to determine if the file is ready.

7. Select Save. The program automatically creates the process and displays its process page. For information about the items on the process page, refer to DeceasedRecordFinder Process Page.