Add Deceased indicator to the constituent window when processing membership renewals in a batch

When renewing memberships, we always add the spouse to the membership if there is a living spouse who is not already on the membership. When processing a renewal in batch, the constituent window at the bottom of the screen contains a 'Marital Status' field so it is easy to determine whether or not the constituent is married. However, the end user must then manually look up the constituent record to confirm whether the spouse is living or deceased. Would like to add a field to the Constituent window that would indicate whether the spouse is living or deceased or add the spouse name with 'deceased' in parentheses to indicate deceased (similar to how spouse name displays in constituent screen). Estimated 2 minute savings each time a renewal is processed for which the constituent is married but the spouse is not currently on the membership.
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  • Jun 29 2015
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