Add a Mail Merge Field for excluding deceased spouse/ family members
This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.
17
votes
Shea Birney
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Susan Ressler commented
This is a problem in our practice as well. We just fielded a phone call from a widow that received a mail merge letter that was addressed to her however the salutation included her deceased husband.
She was very upset with us.
The mail merge software needs excluded deceased clients!