Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
Merge the information from the deceased spouse's record to the living spouse's record:
- In Administration, click Merge Constituents.
- Select the deceased constituent's record as the first constituent.
- Select the spouse's constituent record as the second constituent.
- Select the appropriate information to merge. Do NOT choose to delete source constituent.
- Click Merge Now
Note: If merging membership information, open the living spouse's constituent record and manually change the name on the card to reflect their name as opposed to the deceased constituent's name. If this is a joint membership, remember to delete the joint member before merging, otherwise you will receive an error message.