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Latitude Help
Maintain Deceased Information
Use the Deceased tab to maintain information regarding a deceased party on the account. If your organization installed an import interface, the system imports information into this panel. Otherwise, you can add the information manually.
To maintain deceased information
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in the Task Panel navigation tree, click Customer and then click a name.
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Click the Deceased tab.
State: State where the customer's death occurred.
Postal Code: Postal code (for example, postal code) where the customer's death occurred.
Birth: Customer's date of birth.
Death: Customer's date of death.
Claim Deadline: Deadline for filing a claim against the customer's estate.
Date Filed: Date the client filed a claim against the customer's estate.
Case Number: Claim case number.
Executor of Estate
Name: Name of the executor of the customer's estate.
Address: Executor's street address, city, state, postal code, county, and country.
Phone: Executor's phone number.
Fax: Executor's fax number.
Court
District: Court district handling the customer's estate.
Division: Court division handling the customer's estate.
Address: Court's street address, city, state, postal code, county, and country.
Phone: Court's phone number.
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Complete the information and then click Save.