I've marked a SPOUSE deceased on a joint account, isn't this suppose to create a new account for the deceased? We just completed an upgrade and I could have sworn this was the process prior to the upgrade. Could be I'm having a memory lapse this morning
There are lots of options under Business Rules/Deceased Options but creating a new account for a deceased spouse is not one of them. I'm not sure why you would want to do that? I always create a new account for the surviving spouse but never the reverse. I'm interested to hear if anyone does, and why. Best,
Leslie
I do not see any reason to create a record for the deceased spouse unless they are expected to receive tribute gifts and you have the tribute module. Business rules only apply if you mark a constituent as deceased and their spouse is still surviving. Not the reverse.