Marking a Partner as Deceased

UNDER REVIEW

While you always hope that your partners will not need this, the reality is that sooner or later you will need to mark a partner as being deceased. Once a partner is marked in Aegis CRM as being deceased, the partner will no longer be selected to receive new solicitations.

To mark a partner as deceased, you will need to:

1. Select Locate Partner from the Partners menu:
   
   
   
   The Locate Partner screen will be displayed:
   
   
2. Enter the name and address of the partner or any other information that you have available to use to narrow your search.
3. Click on the Locate button. The following is an example of possible search results, with the last name and address information removed for confidentiality:
   
   
4. Click on the Partner ID of the partner you want to mark as deceased. The partner's record will be displayed.
5. Click on the Edit this Partner link, which is located in the Actions panel to the far right of the partner's record:
   
   
   
   You will now be able to edit the partner's record.
6. Scroll down to the Standard Flags section of the partner's record.
7. Check the Deceased check box:
   
   
8. Scroll to the bottom of the partner's record.
9. Click on the Save button.

This partner is now marked as deceased and will no longer be included in future pulls for solicitations.