When I find out that one of our donors is deceased, I mark as deceased then manually check the boxes for “Do Not Email/Call/Mail.” I really appreciate that marking someone deceased triggers a pop-up asking me to update their FHH salutations. Is there a way to set up another trigger so that everyone marked deceased is automatically marked “Do Not [contact method]”?
When pulling most reports, we’re filtering out people who are deceased anyway, but it’s a nice failsafe to have as backup. Not a major need, but it would be nice to have!
P.S. If the answer is to create an automation… yeah, we’ve been thinking about it already. :)
