Deceased member information ~SFOnly
What needs to happen to membership accounts when a member passing- including but not limited to unsubscribe from emails, change contact for communication on membership etc.
○ Should default membership expiration to the date when marked as deceased.
○ Unsubscribe them from all email newsletters
○ Send email to committee chairs or staff alerting us to remove them from committee rosters
Contact for Communication to survivor
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Tess Wendel
shared this idea
We are working on a email notification to staff with a checklist of items to update on the deceased person’s profile and Salesforce contact record.
1 comment
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We need to determine what automation we want in Plone and what we will set up in Salesforce.