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Upcoming Installments in Deceasing Options

David Webb

Is there a way without a customization to add a tab or Datalist in the Deceasing Options to advise a user a Deceased Individual has unpaid Pledge or Recurring Gift Installments, so these can be written off or payment arranged via another Constituent (surviving Spouse, Estate, donor's company, etc.).

(or advise me if has been brought up in another thread somewhere else in the community)

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Comments

Sara Anne Boddery

@David Webb Sure, the context of that page is constituent, so you could use advanced configuration to create a data list with all the open commitments for the person/groups they belong to/spouse, etc. and display that on the Deceasing Options page with some actions to write off, edit or otherwise end the commitments as needed. Happy to connect on how to build it out if you'd like.

Michele Stephenson

@David Webb - we have a custom email alert that we use for when someone is deceased and still has a prospect manager assigned to them. And a separate one to notify gift planning. It is just based on a query, so you could customize to whatever parameters you would like, i.e. has pledge balance. I am also happy to connect with you and help you build this.