Yes, thanks for the suggestion, Summer! This is the most related thread I could find, but I am trying to completely remove a deceased A2 and create a new A2 constituent in the same household. I have already marked the A2 as deceased in the name field and inactivated the record, but I am unable to remove the tag. Any thoughts or ideas? Thanks so much!
I believe that to remove the A2 tag, you have to reactivate the record briefly. It should be the first option in the Constituent menu when you're looking at the individual record. Then you can remove the A2 tag and deactivate again.
Hello Maery, thank you for the reminder. In addition to reactivating the record,. I needed to copy household contact information onto the individual, uncheck primary affiliation under relationships, decease and inactivate the record again, reassign the A2 to the other person (also under relationships), and regenerate the salutation. It turned out to be a quick fix but required a few more steps.