Deceased Fund Advisor
I recently discovered that marking a profile deceased did not prevent donation notification emails from being sent to this fund advisor. Knowing this now, I will always delete a deceased profile's fund advisor access as well as marking their profile deceased. However, it would be very helpful if after a profile is marked deceased, the system would refer to that and not send any automated emails to that profile. Thanks for considering!
Andrea Clements commented
Yes, it would be helpful when an individual or household is deceased for the system to automatically change their contact info to Do Not Mail, Do Not Email, Do Not Call instead of having to manually click all three of those buttons on the profile.