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ADV FAQs Deceased Customers

Owned by Anthony Fontana
Nov 20, 2023
1 min read

Summary / TL:DR: This article provides instructions for when a customer’s family contacts to inform that a customer is deceased.

This will remove the customer from the mailing list.

Removing Deceased Customers From the Mailing List

  1. From the Customer Service ribbon, navigate to Customer Search

  2. Search for the account for the deceased customer

  3. Click the Edit Icon

  4. In the Name field, click the drop-down arrow to bring up the Check Name Details dialog box

  5. In the First Name field, add 'The Estate of' in front of the first name

  1. Click OK

  2. Ensure that all "Promote By ____" fields are changed from Y to N

  3. Click Enter when complete

Wrap up

You should now be able to remove a deceased customer from a mailing list in Advantage.

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