Marking a Contact as Deceased and Ensuring No Further Communication
In certain unfortunate circumstances, you may be informed that a contact has passed away. To respect the wishes of their family and to ensure no further communication is sent, it is essential to update the contact record appropriately.
Step 1: Rename the Contact
To clearly indicate the contact is deceased, please update the contact’s name using one of the following formats. This helps internal users identify the status at a glance while preserving historical data:
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David Jones (deceased)
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David Jones (deceased 11/04/22)
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David Jones (deceased 2021)
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David Jones (deceased 07/19)
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David Jones – Deceased Feb 2024
You may include the date of death if known, either in full (DD/MM/YY) or in month/year format. Consistency across your CRM is recommended for reporting and searchability.
Step 2: Update Notification and Marketing Preferences
To ensure that no further communications (email, SMS, or marketing) are sent to the contact:
Please set the following fields to “No” state:
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CALLS/SMS Notifications: No
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Print Media: No
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Email Marketing: No
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Email Notifications: No
This prevents any accidental outreach from automated systems or future campaigns.
Step 3: Add Internal Notes (Optional but Recommended)
In the contact’s notes, you may record a brief entry such as:
“Marked as deceased on 12/06/2025 following notification from family. Communication preferences updated to prevent further outreach.”
This provides context for other team members and maintains respectful handling of the record.
