Deceased Processing
When the organization is notified that a member is deceased,
particular steps must be taken to ensure the closure of the record. This
includes working with the order and CRM360 record.
Search for the order utilizing the CRM360 screen or choosing
Find Customer.
1.
Open the order via the Orders and Donations tab from the Latest
Interactions area. If not displayed, choose View All to search for the
order.
2.
From the order entry screen, locate the main membership parent product
and highlight it. Right mouse click on the order and chose Show Line Item
Detail.
3. The Line Item
Details screen will display. Switch to the Product Specifics tab.
4. Update the Status
Change Reason to be ‘Deceased’.
5. Update the
Membership Information to update with the correct Being and End Date.
6. Save the
line status changes and Close the window.
7.
Highlight the membership parent product and right mouse click to select Terminate
at End.
8.
On the Screen Tasks from the left click on the category Work with
Orders and then click on Show Financial Analysis.
9.
From the Order Financial Analysis screen, click on the Write
off/Waiver button.
10. The Write-Off/Waiver screen
will appear. Update the correct Write-off Amount to match the Line
Total as a negative number.
11. Add Comments as
needed to the write-off.
12. Update the Write-off/Waiver
Reason Code to be ‘Write-off-Deceased’.
13. Click on the Write-off
button.
14. Update the Line to
the membership sub-product. Repeat steps 10 through 14 for all lines in the
order.
15. Click the Write-off
button to save and then Cancel to close the window.
16.
Close the Order Analysis, and Order Entry screens. Return to the CRM360
screen for the individual.
17.
From the CRM360 for the individual in question, click on the Background
Information screen task category and select Demographics.
18.
Update the Constituent Status for the individual to be
‘Deceased’.
19.
From the CRM360 header, open the Relationships for the individual.
20.
Update the employment record by double clicking on the record line.
21.
The Edit Relationship Detail screen appears. Update the End Date
to be the correct date and Save the record.
22.
Verify the CRM360 header is correct.
