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Suppressing Deceased Constituents

Colleen Miller
$organization
Hello, we're having some troubles in suppressing deceased constituents and I'm hoping someone will be able to offer some assistance. We've been trying for quite some time now to figure out a way to suppress individuals who are deceased and households where BOTH members are deceased from lists and extractions. The way we've gone about it is to suppress any record where A1 is marked as deceased (as any household with a living member should have that member in the A1 position). Unfortunately, this suppresses any record in which one person is marked as deceased, even if the A1 constituent is not marked as such. We currently are not marking deceased individuals as inactive, but I know that's any option. Does anyone know of any pros or cons that go along with marking deceased constituents as inactive, especially within a household that has a living member? I assume it would not disrupt pulling the living member of that household, correct? And does anyone know why pulling on A1 Status = Deceased pulls in households with a living member? Thanks, Colleen
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  • $organization
    We have had issues with this before, but have found a system that seems to work well. When an Individual is deceased, we inactivate their account. We ensure that all of our list pulls and extractions suppress any Inactive accounts. When the person who is deceased and is part of a Household, we do three things: first, we remove their A1 or A2 indicator (but keep them attached to the Household), then we inactivate their individual account, then we make sure the Address/Salutation fields in the Household reflect this change. I haven't had any problem with this method. Inactivating these accounts has produced no unwanted results as far as I am aware, and suppressing inactive accounts is very easy to do. Pulling Household accounts with 1 deceased member works fine.
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  • $organization
    We have had issues with this before, but have found a system that seems to work well. When an Individual is deceased, we inactivate their account. We ensure that all of our list pulls and extractions suppress any Inactive accounts. When the person who is deceased and is part of a Household, we do three things: first, we remove their A1 or A2 indicator (but keep them attached to the Household), then we inactivate their individual account, then we make sure the Address/Salutation fields in the Household reflect this change. I haven't had any problem with this method. Inactivating these accounts has produced no unwanted results as far as I am aware, and suppressing inactive accounts is very easy to do. Pulling Household accounts with 1 deceased member works fine.
Children