Configure Stewardship Settings
We have set up some overall settings for you which can help control which opportunities do and do not get automatic stewardship records. Setting this carefully can help avoid unnecessary data storage use.
You must have a custom field on your contact record that marks whether a contact is living or deceased. Memorial Tributes can't be established for living contacts and Honor Tributes can't be established for deceased contacts. Since there is no standard Deceased field, you must have one on the contact record and select it here.
If you segment your gifts further by Type, you can select the appropriate types here to exclude.
When satisfied, click Save to save the settings. These can be edited at any time, but note that edits will only affect future records and not those already created. If you wish to delete stewardship records that were unnecessarily created, you will need to do so with a bulk API delete tool or manually.