Get the mobile Jitbit App - connect it to pacsciorg.jitbit.com

Print...

Constituent Management: Marking and Filtering Deceased Constituents

Objective

This article reviews the steps needed to mark constituents who have passed away as well as how to filter out those constituents for acknowledgement letter purposes.

1) Marking a Constituent as Deceased

2) Creating a List to Filter Out Deceased Constituents

Stuff to Know

If any of the images in this article are hard to see, you can enlarge them by right clicking on the image, select "copy image link", open a new tab, paste link into the address bar, and hit "Enter" on your keyboard

Marking a Constituent as Deceased in Tessitura

1) Login into Tessitura Prod

2) Search for the Constituent Household by typing in the name or Constituent ID

3) Click on the individual in the Household that should be marked as deceased

4) In the first box under the "General" tab, use the "Status" drop down and select "Deceased"

a) NOTE: This process is not complete until you deactivate the profile

5) Click on "Constituent" in the top ribbon and select "Inactive"

6) A small window will pop up titled "Question" asking if you want to inactivate this person

7) Click "Yes"

8) Another small window will open titled "Inactivate Constituent"

9) Highlight "Deceased" and click "OK"

a) Patron Request is used when a Constituent requests to have their information removed from our database

10) There should be an "Inactive" status applied in the bottom box of the Constituent Profile labeled "Other"

Creating a List to Filter Out Deceased Constituents

In List Manager, "Name 1 Status" is used to identify constituent records that have "deceased" in the status field on the general tab. When you are creating your list, be sure to include "Name 1 Status - does not have Deceased", along with your other list criteria.

If you are using extractions to create your mailing list, you have the option of excluding anyone marked as deceased from your list by using "deceased" as one of your suppression segments.

Always check the "Names" tab on household records when you are marking one of the members as deceased. Be sure to double check that all the applicable household salutations have been updated correctly.

constituent management constituent record lists tessitura

Creation date: 5/31/2023 2:10 PM Updated: 6/2/2023 3:52 PM

Files		Sort by Name Sort by Date
	DataImage98.png 63 KB
	DataImage16.png 10 KB
	DataImage21.png 26 KB
	DataImage33.png 59 KB
	DataImage35.png 14 KB
	DataImage56.png 87 KB
	DataImage58.png 34 KB
	DataImage10.png 29 KB

Process docs for how input gifts and donations into Tessitura

Constituent Management: Marking and Filtering Deceased Constituents

Objective

Table of Contents

Stuff to Know

Marking a Constituent as Deceased in Tessitura

Creating a List to Filter Out Deceased Constituents