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. Note: Deceased Finder does not search on suffix from a constituent record. This can lead to sons being matched for their father (John Smith, Jr. matches John Smith, Sr. because only first and last name is searched). To avoid marking these records as deceased see How to exclude records with a suffix when moving the DeceasedRecordFinder Date or marking the Deceased checkbox

  1. Confirm each record should be marked as deceased: 
    • Use the control report or output query created during the import process to review the record with the new Deceased attribute.  A description of each attribute is listed below:  
      • Death Certificate: Highest confidence
      • Relative Verified: Indicates a relative made a call or sent a letter to confirm the death
      • Unconfirmed: Lowest confidence
    • If you determine the record is not deceased, delete the attribute from the constituent record.
  2. Repeat step 1 for all records with the new Deceased attribute.  
  3. Create a constituent query of the records with the Deceased attribute.  
  4. On the Criteria tab, select Attributes, Specific Attribute, Deceased Description one of [any combination of the Deceased attribute descriptions, depending on the records you decide to mark as Deceased].  
  5. Globally mark the Deceased checkbox using the query created in steps 3 and 4.  

    *Globally marking the Deceased checkbox will trigger some but not all of the Deceased Business Rules.  Only the Deceased checkbox is marked, and the Constituency Code Date To and Honor/Memorial rules apply (according to your Configuration).  To apply the Deceased Business Rules, you will need to manually mark the Deceased check box on the Bio 1 tab of each record.

    Note: The deceased date is returned in the Comments field of the attribute.  You can import the date into the deceased date field on Bio 1:
  6. Export the date from the attribute comments  (Note: Be sure to include the Constituent Import ID in your export since you will later be importing this back to the record.)
  7. Open the CSV file and format the attribute comments column to mm/yyyy.
  8. Import the date into the Deceased Date field   (Map the Comments field from the CSV file to Constituent information/Deceased date in the RE fields.)