Parks and Recreation Knowledge Base

How to handle a deceased customer account

Updated on

If you ever come across a situation that requires you to handle a deceased member's account.  Here are a few steps you will need to take.    

Once logged into PARKS DIRECT, select Household Management

Generate the customer account with your preferred search options (phone, household number, customer last name, etc.), Double-click the member's account

This will populate the Household Update screen. While on this screen, select Member Details under the Core tab for the specific member

Under the Core tab of the Person Update screen, change the status drop down from Active to Inactive

If the member has a credit on the account additional steps are needed.  If the credit is under $100, we can add a relative to the account.  Once the relative is added to the account update the account, make them primary, update, address, phone, etc. Process the refund as Check Refund.  NO CASH

If the credit is over $100 we need to obtain a copy of the death certificate.  This can be done in person or electronically (email/scanned).  Once verified add the relative to the account.  Once the relative is added to the account update the account, make them Primary Member, update address/ phone/ etc, Process the refund as Check Refund.  NO CASH

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