When pulling a mailing list will RE ignore Head of Household if constituent is deceased?

Owen Gibson:

 

How does RE7 deals with mailings where two constituents are spouse linked with Joint Addressee and Salutation, but where one is deceased. Does it automatically exclude the HOH processing because one is deceased or do we manually need to stay on top of this and remove Joint Addressees and Salutations from the remaining individual?

Any help appreciated

Thanks

Owen

In business rules you can set up some options to happen when you mark someone as deceased. one of them is to prompt you to change the primary addressee and salutation on the surviving spouse. If you are not using primary to store your couple salutations, then yes, I do recommend you open the surviving spouse and remove the joint addressee/salutation. RE does not know that you have a joint add sal - they just recognize it as an additional add/sal and they will use it if you include it in your mailing. It will exclude the deceased record from being used - but on the surviving spouse record it will use anything.

I actually think you should consider using primary to store the joint in the future. it may be a project to change them but it helps in this area. If someone is married they get the couple sal in primary - if unmarried a single sal. Married folks only get single sals if they have a relationship with the organization separate from being a couple - i.e. board member, volunteer, alumni, etc.

My 2 cents.

JoAnn Strommen:

Just a tip: In addition to the business rule, if you uncheck the "spouse" box as part of your process when marking record as deceased, your addressee/salutations will adjust to single names (assuming they're formatted correctly).  Also works when couple divorces and but you want to keep link between records with a former spouse relationship/reciprocal. Just uncheck the 'spouse' box. 

Amen to unchecking the spouse checkbox! that should be one of the options in business rules!

The only time that is an issue is for a female who still wants to be called something like Mrs. Jon Smith. Then you just go to editable.