Marking a Constituent as Deceased

Unfortunately while keeping records, we come across a constituent whose passed. This is a critical part of keeping the information current and updated.

Once you’ve located their profile through a  Constituent Search and activated their profile - their information will be displayed. Here’s an example:

From here you'll want to click on the constituent’s name (top left corner/marked in red) to open the Constituent’s Details in another window.

Click the checkbox next to Deceased (right side of the window). 

THIS IS PERMANENT.

Save and Close for these changes to take effect. This is a permanent setting and cannot be undone.