Mark a Contact as Do Not Contact or Deceased

Mark a Contact as Do Not Contact

Remove a contact from your mailing, phone, and email lists. Use Do Not Contact to automatically select Do Not Call and Email Opt Out on a contact.

1. In Nonprofit Success Pack, navigate to the Contact record of the person you want to mark as Do Not Contact.
2. Click Edit.
3. Select Do Not Contact.
4. Click Save.

When you save the record, Salesforce automatically selects the Do Not Call and Email Opt Out standard fields.

Mark a Contact as Deceased

When you mark a contact as deceased, the Do Not Contact, Do Not Call, and Email Opt Out fields are automatically selected. The deceased individual's name is removed from their Household name.

1. In the Nonprofit Success Pack, go to the Contact record of the person that you want to mark as deceased.
2. Click Edit.
3. Select Deceased.
4. Save your changes.

When you save the record, Salesforce automatically selects the Do Not Contact, Do Not Call, and Email Opt Out fields.

In addition, Salesforce makes changes to the Contact's Household Account.

• Salesforce removes the deceased Contact from Household Account Name, Formal Greeting, and Informal Greeting fields. For example, in the Sanchez and Smith Household Account, if you mark Maria Sanchez as deceased, Household Name changes to Smith Household and Formal Greeting changes from Maria Sanchez and John Smith to John Smith.
• If you mark the Primary Contact in a Household as deceased, Salesforce automatically assigns the Household member with the earliest creation date as the Primary Contact.
• If you mark the last living Contact in a Household as deceased, Salesforce automatically selects All Household Members Deceased on the Household Account.

If you accidentally mark a Contact as deceased, you must deselect Deceased on the Contact and manually update the value of the automatically changed fields.

Remove Contacts Marked Do Not Contact from Reports

You will want to update your reports used for communications or mailings to filter out the contacts you've marked Do Not Contact.

1. In the Nonprofit Success Pack, navigate to the Report that you want to use.
2. Click Edit to customize the Report.
3. Next to Filters, click the Add dropdown menu, and then select Field Filter.
4. Add Do Not Contact equals False to the filter.
5. Click Save.

What if I don't see these fields?

If you don't see the Do Not Contact or Deceased fields, your admin may need to adjust the field-level security or add the fields to your page layouts.