Deleting Deceased from Report

[wms7328]

This should be a wish list item but posting it to contributions so others can see the issue. In the contributions report, if one member of a couple is deceased the contributions report will still list that name unless the envelop number is deleted. I know we can delete the envelop number from that member and assuming another family member also has that number assigned, the deceased name will not show on the contribution report. Would be nice to have the program automatically exclude the deceased name from the report as long as they are listed as deceased.

This is just one of those items that occasionally gets overlooked and the remaining family member, usually a husband or wife, gets a contribution report with the deceased name listed. Of course if it's a single member family then the envelop number has to be maintained for historical records. So the program would obviously have to check and make sure another family member is listed with that envelop number assigned.

[NeilZ]

This should be a wish list item but posting it to contributions so others can see the issue. In the contributions report, if one member of a couple is deceased the contributions report will still list that name unless the envelop number is deleted. I know we can delete the envelop number from that member and assuming another family member also has that number assigned, the deceased name will not show on the contribution report. Would be nice to have the program automatically exclude the deceased name from the report as long as they are listed as deceased.

This is just one of those items that occasionally gets overlooked and the remaining family member, usually a husband or wife, gets a contribution report with the deceased name listed. Of course if it's a single member family then the envelop number has to be maintained for historical records. So the program would obviously have to check and make sure another family member is listed with that envelop number assigned.

Interesting idea, but there are so many scenarios where this sort of thing could cause problems. I see this as an issue that does not happen every day, nor every week. I would suggest that a checklist could be created locally to list the steps that need to be taken when someone passes.

For example:

1. If married, change Mailing List name to reflect the widow/widower's name.
If single, change Mailing List name to "The Estate of" person, and change Mailing List Profile status to
deceased; uncheck boxes for "Include in Mailings", "Include in directory".

2. Change person's personal status to deceased. If married, change envelope number to zero. If single,
reassign envelope number to archive number range.

and so on ..