Stop Marking Addresses Inactive when a constituent is marked as Deceased

We need more flexibility on what the default sets are for when you mark a constituent record as deceased. It would be nice to have the address and email automatically marked as Do Not Mail/Do Not Email instead of marking them inactive completely, where you can't see that info unless you check to include inactive contact information. It's very confusing for an organization that is brand new to Raiser's Edge NXT and it's best to have all of the info available, but just marked as do not contact.

  • Brandon Nieves
  • May 9 2023
  • Reviewed: Voting Open
Constituents
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  • Emily Marshall commented
    01 Aug 15:16

    Also, I notice while it marks the primary address as 'do not mail' when the constituent is marked as deceased, if you reverse that and un-mark a constituent as deceased it does not update the primary address back to accepting mail. This is not good, as mistakes to happen a constituent may get marked as deceased incorrectly.

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  • Emily Marshall commented
    01 Aug 15:12

    Yes, when a constituent is marked deceased, the system is automatically marking the primary address as 'do not mail'.

    This is not helpful because then the address is no longer readily visible in the Contact information tile, leading to those who access the record thinking that the address is missing.

    By not making the primary address convert to 'do not mail' upon marking a constituent deceased, it would:

    • Save database staff from having to take extra steps to un-mark the address as 'do not mail' for each constituent marked deceased (which is 4-5 clicks on a mouse, depending on if the tile is already extended or not)

    • Would no longer lead to confusion by non-database staff thinking there is no address on the record

    • Save the database staff time taken to reassure the non-database staff that the address is just hidden.

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