Display message regarding Spouse record creation on Head of Household marked deceased.

Give a warning message that new spouse record doesn't contain all fields of head-of-household when primary constituent is marked as Deceased.

Currently, when the new record is created automatically by RE, it asks you to create a Constituent Code, but doesn't mention any other fields.

The gifts of the primary are copied over, with soft credits, which could lead you to believe all the information was copied. Solicit Code is one area that is risky not to copy over. If the primary was DNS, it is important that that be carried over to the new record.

Ideally, I'd vote to have it copy the data, but if it can't, it should at least give an informational message to that regard.

  • Guest
  • May 22 2012
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  • Guest commented
    March 18, 2016 00:29

    It should copy the data. If there were something similar to a merge screen where you could pick from a list of what to bring over (copy - not move) that would be excellent!