Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-1623 Allow the ability to change deceased confirmation codes.

Make the decease confirmation reason list editable/a code table Merged

Right now you have choices of Unconfirmed, Relative Verified, Death Certificate as the 3 possible decease confirmation options. Honestly has anyone actually gotten a copy of a death certificate? So really there are just 2 usful options. This should be linked to a code table that is customizable.
  • Lisa Carter
  • Jun 29 2015
  • Reviewed: Voting Open
Blackbaud CRM / Interactions
  • Liz Hackett commented
    January 22, 2019 23:41

    Mostly it is Relative Verified or a RTS with a message on the envelope, 'death certificate' is really not useful

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  • Guest commented
    January 22, 2019 19:01

    We just had this question come up again yesterday - very confusing for users. Agree that if we can't edit it, we need to be able to hide it at the very least.

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  • Lucy Jones commented
    December 15, 2016 05:36

    Yes, agreed. It should be either editable or at the very least hideable. Or even hard coded values of only "Confirmed" and "Unconfirmed".

    We are often notified of death by a bank, a lawyer or an obituary, so we are including all options (inc. "Unconfirmed") in the Source code table and disregarding Confirmation. In not being able to hide this field it causes confusion to users.

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