Deceased Clients
There needs to be a different way to show a deceased spouse, other than through memberships. If you disconnect the deceased from being the spouse, they no longer show up on the Personal Profile Form. They should still be able to be listed as a spouse without having them print out on mail merges as well. This is a very touchy topic, and I think there should be more focus on this, and the formatting for it.
Our training team has put together some official recommendations on how to handle deceased contacts: https://help.redtailtechnology.com/hc/en-us/articles/203977740-Client-Death
-
Anonymous commented
I too have problems with this. I have bypassed it by changing the family name to reflect the "live" family members being mailed. I now pull my lists by Family Names and not contacts. This also is VERY helpful in pulling for clients in same sex relationships.
-
Cassie commented
We're not always aware of the DOD if the beneficiaries or spouse are not cooperating with us or are unable to provide the Death Cert or exact DOD in a timely manner. Can we have a checkbox or otherwise to ensure birthday notifications are turned off rather than us having to enter a random date in the DOD field?
-
Cassie commented
Also, include automated prompt screens or just automatically update all related fields when updating a profile from "married" to "widowed" or "divorced" to show appropriate changes to the Family Name so it no longer appears as though the couple is married.
And have a note automatically generated when this is completed so that the change is recorded with time-stamp.
-
Cassie commented
In search function and profile, make it more obvious when a client has died once a date of death has been input into field. Also, add a check box to indicate death when a specific DOD is not yet available.
Currently, each individual's profile has to be opened to see if there is a DOD but the deceased's name still shows on family lists and spouses lists in the search engine and on other's profiles as though they are living.
-
nora merza commented
Hi, Carrie!
In addition to marking a client as deceased in the status field, you'll also want to enter a date of death in the same contact details box in order to remove birthday reminders. You will still need to remove the review date. More details can be found in this video:
or this article:
-
Carrie Stolle commented
When marking a client's file as "deceased" all alerts for reviews, birthdays, anniversaries, etc should stop showing in the CRM.
-
Lindsay Johnson commented
Has there been any movement on this at all? My boss is asking again to be able to see the deceased spouse's date of death somewhere on the Personal Profile form. We want to ensure we are being sensitive to the client when they come in around the time of the death of the deceased spouse.
-
Lisa commented
I agree with Rick that a new family relationship would be helpful here.
Also, would it be possible to choose not to show deceased spouses on the profile form? I know some clients want it there, but it would be nice to have the option not to see it. -
Leo O'Connor Jr commented
It would be nice to show, visually when you look at a contact, that the client is deceased. I was thinking maybe graying out the box on the top of the page to show this. Also it should show up maybe as a gravestone next to a contact name in the search. That way I don't need status to say former client and then category to say deceased. (
-
Chuck Vercellone commented
Not sure where you are looking but in contact details there is a field for date of death - it's right below date of birth
-
Lindsay Johnson commented
I would also like to see an area where it notates the date of death on the Confidential Personal Profile. Because, at this juncture, the deceased spouses have to be removed and put under memberships, there's really nowhere on the form that shows the date of death. Maybe when you change the status from 'Married' to 'Widowed,' there could be a date there showing the date of death for the deceased spouse by the anniversary date.
-
Michael Crick commented
Moving a deceased spouse to the "Memberships" section of the CRM record does not accurately reflect the life history of that person within the CRM, especially if that person was the head of the household. In addition, when is the CRM Support Team going to address the "Married to" within the Profile Record, when two people are linked together? We have quite a few couples listed within the CRM who are not married. However, couples who are considered "single but living together" still have to be listed as "married" within the Marital Status field of the CRM, or else their Profile Record information is not linked together as a "couple" within MoneyGuidePro, when linking the CRM to MoneyGuidePro. This is grossly inaccurate, which has been addressed many times in the past, all to no effect from the CRM Support Staff.
-
Rick McCallister commented
I would like to see a new family relationship added - deceased. Rather than having to go through the membership steps.
-
Rick McCallister commented
Rather than having to follow all your instructions to make a move a deceased spouse to a membership, create a deceased family relationship. When changing the relationship the deceased spouse would still be obvious, but not show up on letters, etc.
-
David Mailloux commented
Developers: please keep in mind it's important to have a quick visual also for a deceased contact record. We've added a "**" after last names of deceased however as we move to do an integration, we are finding that altering the Last Name field probably isn't a good practice. A simple solution to me would be when the "date of death" date is entered, a simple "passed away on __/__/___" next to or under the name would be great. Don't see any downfall to that either especially if its not a field to fill. Another method I've seen is put "deceased" in job title but again it messes up a legit reportable field intended for other searches.
-
Nicole Petrie commented
We add (Deceased) in the name so it at least shows up if you don't want them just in memberships. However, I do think there should be a better way still!
-
CDR commented
A lot of these steps could/should be automated for us.
-
Tom commented
This is a must. I'd hate to ask "So, how is Sally?" only to have the client say "she died two years ago".
-
Anonymous commented
Need a clear indication the client is deceased on the Personal Profile Form of each client. There is no line item that mentions this. Also, adding the option of inserting the word "deceased" either in the "salutation" or under the "job title" so it is clearly visible when viewing the client. I know this indication can be made under "Contact Details" but would like the additions.
-
Jeremy Nakano commented
A user would like to be able to tell if a contacts spouse from the living contacts record.
If a DoD has been added "(deceased)" could appear on the top bar where the spouse is listed
or
If a DoD has been added changing the color of the hyperlink that leads to the contact would be obvious as well.