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How to process a Member Contact as Deceased
How to process a Member Contact as Deceased
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Step-by-step guide
- Locate member's contact record
- Verify in Demographics section that the Deceased checkbox is not selected and the Deceased Date is blank
- At top of contact record
- Select drop down arrow on right side
- Select Deceased from the list
- A message box will appear asking if you are sure the member is deceased
- Select Next
- The screen will return to the contact record
- In the quick links check
- Membership: is Cancelled
- Badges: Active and Membership Type badges are remove
- In the Contact details check that Status is Terminated
- In the Demographics section check
- Deceased box is checked
- Deceased Date shows the date processed
- To change the date to the actual select the pencil by the Deceased date field to edit
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