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How to mark a customer as deceased
When a customer passes away, you will want to mark them as deceased in Eclipse. This will be done from Customer Screen under the Related Parties in the upper Left section. To set the indicator, double click on Related Parties and then select the button after the name of the customer you are going to work with. Hit Edit and change the Deceased Indicator from N to Y. Hit Update to save the change.
Marking someone as deceased will prevent their birthday from appearing under the Automated Birthday Emails and well as the Birthday Report.
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