Online Library Updating a Deceased Contact's Records | Page 3
Updating a Deceased
Contact’s Record
What to do when a contact is deceased?
If one of your contacts is deceased, there are several records that you should update,
including roster and committee memberships, renewal billing records and invoices with a
balance due or a credit balance. You can use the Deceased Contact Utility to update
this information.
The Deceased Contact Utility will do all of this for you:
• Sets the price level to Non-Member and the Member flag updates to No on the contact
record.
• Deactivates roster memberships.
• Updates current committee membership term end dates with the system date and
deactivates nominee (future term) committee member records.
• Updates current chapter officer term end dates with the system date and deactivates
nominee (future term) chapter officer records.
• Updates current region officer term end dates with the system date and deactivates
nominee (future term) region officer records.
• Terminates active renewal billing records as of the system date and enters a
termination reason of “Deceased.”
Delete or mark as deceased?
We do not recommend deleting contacts for many reasons. If you instead mark the
contact as deceased, you can still view the record details and see all the activities and
interactions with the contact which may contain useful information.