Use Deceased Utility to decease. (Monthly Process)
If deceased, then needs to be removed from any Primary Contact roles.
OUTSTANDING: Can ownership of the utility be opened up to the BI Team Data Stewards for non-donors ? (Donors contact types stays with GA Team) Monica Kluegel , AlainGasquet
Household accounts MUST always have at least a primary contact. Corporations need to have a direct contact to receipt gifts. Not needed otherwise. Contact can only have 1x direct linkage to account.
(Force people to use account create / Can you turn off people create households any other way - rommel.ngo (very hard to create validation rule to stop it - easiest way is DQ reports - await Rommels advice / palm off on Single CRM for solution.) - AVE-150
rommel.ngo - can we force people to use account create ?
Status
colour
Green
title
open
BR-003
Households without a Primary/Sec contact
Household accounts must always have a Primary Contact. If more than one person on the account, then the one is Primary and the other is secondary. Kids on the account need to have their own account when they turn 18. (Less than 18 cannot have own account).
If only 1x contact and deceased, the account name gets moved to the estate. (Estate of the late …) → Harpreet does that.