Hi Eva! I know I've said it before and I'll stand by it, I am never a fan of deleting things from the CRM. So: The Household still exists just the contacts within them should have the Contact Type of Deceased and I'd update the Household to Inactive. If you have been entering notes on the household level and you delete that household then you've just lost all that history which isn't ideal. If there is still a living spouse then there most likely will still be activity within the household. Now if both the head and spouse are deceased, the only remaining activities should be what you are wrapping up in terms of a client death checklist. Accounts will of course be another matter as ownership will have to change and that would then go to whomever it's transitioning to. I personally still leave deceased contacts in the household. The only time it can get tricky is if someone remarries. At that point you'd want to move the deceased contact to the related contacts field to avoid any confusion on spouses.

Hi Everyone! My name is Katherine Beltran, but I go by Kat, KB, or KT! I am from sunny Phoenix, Arizona. I am the lead coach/relationship manager here at Simplicity Ops. I spend my days helping firms improve their processes, create consistency and efficiencies for day to day activities, and help answer questions that arise in our community! Like anyone else I struggle with the amount of hours in the day, but try to come up with easy solutions to give me back some time. I am a big Disney person, and I absolutely love traveling to new destinations! In my spare time I love to bake, paint, swim, and play video games with the niece and nephews!

@Lauren Linn Throwing in my two cents here as well. I personally use GReminders as it syncs directly with the Redtail calendar. There are other major factors that really makes GReminders the easy decision for calendar integration; however, to Joe's point, Redtail has recently released Sync Suite which directly connects Outlook to Redtail. You need to be on Redtail's Growth Plan to have access to it, but this would push any Calendly booking that you have in Outlook immediately over to Redtail's calendar which would bypass the need to have another integration connect the two platforms.