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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.

Website:
○ If part of a family membership, adjust as needed for the survivor(s)
○ Set membership expiration to the date when marked as deceased
○ Unsubscribe from all email newsletters
○ Unsubscribe from magazine mailing if not part of a family membership
○ Remove from all committees

Salesforce:
○ Set Email Opt Out to True

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Tess Wendel shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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