Marking a constituent deceased

Audrey DeFrank

I have searched the documentation and looked around the etapestry account tab and cannot find where I can mark a constituent as deceased. Thanks in advance for your help!

Gabe Smith

Hi Audrey,



If you don't already, I'd have a field for mailing status on all accounts with a value for deceased. This field should also have values like Do Not Mail, Bad Address, Do Not Solicit, etc. but one of the values should be deceased. That way you can mark deceased on an account and exclude them from future mailings in the same way you exclude do not mail & bad addresses as well. You should look up an account, check the account's "Defined Fields" page and see if there's already a Mailing Status field created under the Base category. If there is then most likely that deceased value is included in that field. If not, go ahead and create a new user defined field called Mailing Status under the Base Category and make sure to note for field application that it's a "Constituents" field. It should be a multi-select field and include values like the ones I mentioned above - Do Not Mail, Bad Address, Do Not Solicit, Deceased - along with any other values that would be relevant for your organization. Hope this helps!