Deceasing Options

Depending on the options your system administrator configures in Constituents, the Deceasing Options page appears when you mark a constituent as deceased. On this page, you can review the constituent record and update the constituent’s relationships, constituencies, and other information as necessary. To access the Deceasing Options page from a constituent record, select Go to deceasing options on the action bar under Deceased information on the Personal tab.

Note: In Constituents, your system administrator selects the information that appears on the Deceasing Options page. If no information is selected by your system administrator, the Deceasing Options page does not appear.

After you confirm the accuracy of the information on the Deceasing Options page, you can mark the information as reviewed. For information about how to mark the information as reviewed, see Mark Deceased Constituent Information As Reviewed.

You can manage constituent information that appears on the tabs on the Deceasing Options page.

• Constituencies Tab

  On the Constituencies tab, all affiliations the deceased constituent has with your organization appear. You can update this information as necessary. For example, if the deceased constituent was a board member for your organization, you can remove that constituency. If the constituent has a spouse or is part of a household, grids appear to display the constituencies of the spouse and household. For information about constituencies, see Constituencies.

• Relationships Tab

  On the Relationships tab, all of the people with whom the deceased constituent is associated appear. You can update this information as necessary. For example, you can change the marital status of the spouse of a deceased constituent or add an individual as the executor of the constituent. Constituents can have individual, organization, and household relationships. For information about relationships, see Relationships.

• Interactions Tab

  On the Interactions tab, all specific communication activities and actions between your organization and the constituent appear. You can update this information as necessary. These can include meetings, telephone calls, email messages, and mailings. For example, if the deceased constituent has a pending telephone call interaction with your organization, you can remove it from their record. For information about interactions, see Interactions.

• Names Tab

  On the Names tab, all name formats used for the constituent appear. You can update this information as necessary. For example, if the deceased constituent’s spouse has a name format of “Mr. and Mrs. Michael Jones,” you can remove the deceased constituent’s name from the salutation. If the constituent has a spouse or is part of a household, grids appear to display the name formats of the spouse and household. For information about name formats, see Names on page 1.

• Documentation Tab

  On the Documentation tab, all notes, media links, and attachments for the constituent appear. You can update this information as necessary. For example, to include the deceased constituent’s obituary in their constituent record, you can attach a media link. Summary information for the selected documentation appears.

• Tributes Tab

  On the Tributes tab, all tributes associated with the constituent appear. With tributes, you recognize a donation to your organization in relation or tribute to someone else. For example, after a constituent is marked as deceased, you can create a tribute “In memory of...” to recognize the deceased constituent. For information about tributes, see Tributes.

• Household/Groups Tab

  On the Household/Groups tab, all members of the constituent’s household appear under Current household members. You can update this information as necessary. For example, you can set the deceased constituent’s spouse as the primary household contact. For information about how manage household members, see Group or Household Members. If the constituent is a member of a constituent group, the groups appear under Current group memberships.

  To access the record of the group, select its name in the grid.