We had a subscription refund to pay for a deceased patron and our AP team kicked it back asking if we can write a check to a "patron's name (deceased)". Then address it to the patron's daughter's address. We need to link to the original patron in TESS.
Anyone had experience with best practice on this one?
Many thanks! Karen Lightfoot
Hello Karen!
This is Iliana with Tessitura Network Support. We’re happy to assist you with this concern. I’ve created a Support ticket where we’ll work with you to find a resolution to this concern. We’ll also relay our findings from that ticket in this forum post, but if you have any other questions or concerns in the meanwhile please let us know.
Best
Iliana
Hey Karen,
Not sure what your deceased patron procedure is but we use the Constituent DropDown > Change Constiruent Type > Estate to change the individual to an estate accont THat keeps everything in the same Constituent Object making refunds and operations easier. We would then be able to add the daughters address as alternate (or primary if executor of the estate etc) to forward the cheque. The salutation on the Estate would be able to hold any wording change for future comms, and avoid any mis communicating.