-- EosHelios - 27 Apr 2011

How to Decease

On the Company:

• Make a note in the notepad.
• If they’re the only person in their company edit the company and change the Type to DECEASED and inactivate the company.

On the Contact:

• Make a note in the notepad.
• Go to lists and remove them from mailing lists – EXCEPTION leave Life members on the LIFE list.
• Remove the chapter from Linked Co’s
• Mark as deceased (field forthcoming)

On the CrmAccount:

• Make a not in the notepad
• Disable the auto-billing
• Close the account
• Inactivate the contact

---

This topic: Sandbox > WikiUsers > EosHelios > EosHeliosSandbox > PlayingMembers > MarkingDeceased
Topic revision: 27 Apr 2011, EosHelios

---