The Neon CRM "Deceased" flag allows you to easily identify constituents who are deceased. This flag can be added by System Users and Admins.
Flag an Account as Deceased
To flag an account as deceased:
1. Select the three dot Action Menu at the top of the applicable constituent's account page.
2. On the drop-down menu, select Flag as Deceased.
3. On the confirmation pop-up, if you wish, you may enter a Deceased Date. Select Flag as Deceased to continue.
The “Deceased” flag will appear in several places on the constituent's account, as follows:
- Next to their name on their account page:
- On their contact tile in the Household Contacts section of their account.
If you add a deceased date, the date will appear on the constituent's About page, under Account Details.