Adding a Deceased Flag to an Individual's Record

You can add a flag to an individual's record to indicate that the individual is deceased. This information is recorded in the Edit Name and Address form, accessible from the Individual Profile.

Note: The Deceased check box is a default demographic on the Individual Profile, and automatically appears on the Edit Name and Address form. If the check box does not appear, visit the Individual Demographics Setup form to ensure that "Show" settings for the Deceased check box have not been changed.

To add the deceased flag to an individual's record:

1. Navigate to the Individual Profile.
2. Hover over the Edit action icon to expand the Edit drop-down menu.
3. Click Edit Name and Address. The Edit Name and Address window will appear.
4. Locate the Additional Information section at the bottom of the window.
5. Click the Deceased check box.

6. Click Save.

The profile is now marked Deceased.

If an individual is marked as deceased, a message indicating the "deceased" status appears in red on the main Individual Profile page. Individuals marked as deceased are excluded from mailings, but users have the ability to query and run reports on deceased individuals.