User Support Forum

We learning how to best handle different issues in membership. We have a family where the wife is deceased. How do we change her record so that she does not print on the directory. Also if a family is no longer part of the memberhsip, how do we handle their records as well.

Darrell

darrelleddy wrote:We learning how to best handle different issues in membership. We have a family where the wife is deceased. How do we change her record so that she does not print on the directory. Also if a family is no longer part of the memberhsip, how do we handle their records as well.

Darrell

If a wife is deceased, you should mark the personal record as deceased. I don't have access to PC+ right now, I'm traveling, but I do believe you can select what personal profiles you display in the directory, so you can bypass the selection of these records.

As far as people who have moved; we in the PCUSA must maintain the record until the end of the year when we create the 'Clerk of Session' report. We mark the mailing list record as 'member, r'mvd from rolls', and do the same with the personal profile records.

You really can't delete them, because if they gave anything toward contributions in the current year you have to send a statement. I also suspect you should maintain their records for 3 years for IRS purposes, if they need to get a previous year's statement .

Again, you can bypass these records when you do most reports.

I have an additional question. I have deceased persons who are flagged deceased in the personal records and the date of death is recorded in the dates section, yet, they show up on the birthday list that pops up when I open PC. If you are in a church that acknowledges birthdays, this could cause a problem. Instead of deleting them from the birthday list, maybe PC could add an astericks or something to denote that the person is deceased. That way the pastor could acknowledge the family if the situation warrants.

cbjrsdau1 wrote:I have an additional question. I have deceased persons who are flagged deceased in the personal records and the date of death is recorded in the dates section, yet, they show up on the birthday list that pops up when I open PC. If you are in a church that acknowledges birthdays, this could cause a problem. Instead of deleting them from the birthday list, maybe PC could add an astericks or something to denote that the person is deceased. That way the pastor could acknowledge the family if the situation warrants.

If you are using the Selected Dates report from the Personal Profiles to pick the dates, and you have DECEASED as one of the profile status, you can exclude that status when you get the 'filter' dialogue to select the date range you want to pull.

In this way, they're not pulled at all !!