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How to mark deceased date?
How to mark deceased date?
You need Admin Full and Security Full roles to complete this process.
1. Navigate to Admin > Households > Details > Parent 1/Parent 2 (or Development >
Contact
s > Details >
Contact
Primary/Secondary for a donor record) and enter the deceased date.
2. Clear associated phones and emails.
3. Update addressee and salutation information in Household Details/
Contact Address
page.
4. If applicable, navigate to Security >
User
s > Details > Delete to delete the user account.
Note: If the spouse of the deceased contact remarries, you can use the
Split Parents
functionality to split the household so that the deceased person has their own household; then add the new spouse to the same household as the remarried contact.
Note: If you are splitting a donor record, make sure to update giving records so that they are associated with the correct donor.
See also
Contact Address
Split Parents
Contact
User
DAT
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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Administration - Database Manager
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