Deceased Option in Fact Find
Deceased button on clients- rather than having to leave a note to avoid awkward conversations with partners/ 2nd applicants
20
votes
Nayani Vijayaratnam
shared this idea
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Louis Down commented
Add a DO NOT CONTACT tickbox to clients that automatically removes them from any automated email and freezes their marketing preferences (assuming that's implemented). We have a number of deceased clients and there is currently no way of dealing with this.
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Kirsty Lambert commented
we need this urgently so we can see deceased clients so we can then speak to the partner in the correct way