Account history of a deceased patron

(Last Updated On: August 11, 2016)

What do you do in Wintix if you want to keep the account history of a patron who is deceased, but not have their info included when pulling mailing list reports?

You can do one of two things.

  • Make sure the Opt in to the email list box is unchecked in their customer record.

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  • Run your email exports with the Include only records that have opted in box checked.

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