Send Mail to Spouse's Address (for Deceased Constituent)

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Kelly D Taylor
Kelly D Taylor
Eighth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I would like to send mail to the surviving spouse of a constituent; however, on the Address Tab (2), at the bottom where there is a "send mail" to spouse's address, the button is not active.  Whenever I perform a merge, it prints the surviving spouse's name without the address.  Thanks!
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  • Cathleen Mai
    Cathleen Mai
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Kelly, It sounds like you have not created an individual record for the surviving spouse yet. When you  go to Spouse and then click on the top where it says Relationship - hit "add this individual as a constituent".

    https://kb.blackbaud.com/articles/Article/37560


     

  • Kelly D Taylor
    Kelly D Taylor
    Eighth Anniversary Photogenic First Reply

    Cathleen Mai:

     

    Kelly, It sounds like you have not created an individual record for the surviving spouse yet. When you  go to Spouse and then click on the top where it says Relationship - hit "add this individual as a constituent".

    https://kb.blackbaud.com/articles/Article/37560


    Thank you, Cathleen.  I was afraid of that . . . I was trying to avoid using another Constituent ID.  I appreciate your help!~  Kelly


     

     

     

  • John Heizer
    John Heizer
    Ancient Membership Facilitator 3 Photogenic

    Kelly Taylor:

     

    Cathleen Mai:

     

    Kelly, It sounds like you have not created an individual record for the surviving spouse yet. When you  go to Spouse and then click on the top where it says Relationship - hit "add this individual as a constituent".

    https://kb.blackbaud.com/articles/Article/37560


    Thank you, Cathleen.  I was afraid of that . . . I was trying to avoid using another Constituent ID.  I appreciate your help!~  Kelly


     

     

     

     

    Another option is to flip the information (manually edit it) and make the main Constituent the living spouse and use the non-Constituent relationship record as the deceased spouse.

  • Bob Wiebe
    Bob Wiebe
    Ancient Membership Facilitator 1 Photogenic

    Kelly Taylor:

    I would like to send mail to the surviving spouse of a constituent; however, on the Address Tab (2), at the bottom where there is a "send mail" to spouse's address, the button is not active.  Whenever I perform a merge, it prints the surviving spouse's name without the address.  Thanks!

    We have found it helpful to have a business rule set up which, upon marking a constituent deceased, prompts the step of making the surviving spouse a constituent. This has been helpful.

  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    If you go with the method John describes, just make sure you pay attention to things like memberships, constituent coding, or attributes that are for only for the one spouse.  This may mean you can't do that method for that particular record and would have to make the surviving spouse her/his own new record.  For example, the deceased spouse was a board member.  If the surviving spouse is not, then that probably means you'd create a new record instead of just flipping them around.

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