Support Center

Deceased Contacts

Last Updated: Aug 22, 2018 12:03PM CDT
To mark a Contact as deceased, create a Yahrzeit record for them. 

The following will then happen:

Contact

 
  • Date of Death on the Contact record will populate with the Gregorian Date of Death from the Yahrzeit record.
  • Email Fields are deleted.
  • Phone Fields are deleted
  • Address is deleted
  • Email Opt Out is checked off (TRUE)
  • Do Not Call is checked off (TRUE)
  • Contact Type updates to "Deceased"

Account
 
  • As applicable, the deceased Contact will be removed from Household Greetings.
  • If the deceased Contact is the Account Contact 1, they will be removed from the Account listing.
    • If there is also an Account Contact 2 listed, the deceased Contact will be removed as the Contact 1 and the Contact 2 will then become the Contact 1.
    • If there is no Account Contact 2 listed, the Household Name will update to "Estate of <Last Name>".
  • If the deceased Contact is the Account Contact 2, they will be removed.

Observance
 
  • If the Account Contact 1 is deceased, an Observance record will be automatically created for the Contact 2. 
  • If the Account Contact 2 is deceased, an Observance record will be automatically created for the Contact 1. 
  • All existing Observances for the newly deceased Contact will be deleted.

Read more about Contact 1 and Contact 2 here.
Read more about Household Greetings here.


 

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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