When globally changing HOH on deceased records automatically mark surviving spouse as new HOH

Right now I can query and remove the HOH on deceased constituents, but I would like to do that in conjunction with updating the surviving spouse as the new HOH.  At this point that's not an option and I have to create another relationship query of surviving spouses and then globally change them to be the new HOH.

  • Mercedes McCay-Read
  • Jun 26 2017
Constituent record
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  • Guest commented
    June 29, 2017 14:57

    If you uncheck the spouse check box, I believe the HOH is no longer in play.  That's our procedure as it also changes joint addressee/salutations to single. I've never had an issue with HOH on a deceased record after the fact so am thinking that's why.

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