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Record Management

This section gives an overview on some of the record management and integration settings such as file numbers, events, donations, website publishing and social media posting.

File Management

If you prefer to watch a video, click here.

This section allows you to add or edit the file number, force a record to be current, publish or unpublish a record from the website, and post a record to your Facebook page.

The page provides easy access to the record’s main settings:

File Number

The system automatically creates a file number. This can be left as is or edited.

Current / Past

All records are categorized according to the date of death. If, for example, a person’s memorial is held long after the date of death, the record can be forced to be current so it sits on your website as a current service. Once the memorial is over, it’s important to adjust this setting back to Automatic.

Publish to Web

When the record is ready to publish to the Book of Memories, set to Yes.

Post Obituary to Facebook

By selecting Yes in the drop down for Post to Facebook, the record will push over to your Facebook Page if your Facebook Connection is already set up.

** If the primary photo of the deceased is not at least 200px by 200px, it will not post to Facebook. Rather, a stock image (of a flower) will post instead.

Family Interactive

The system automatically generates a Family Username and Family password. (Both can be changed to what the funeral home or family prefers.) This allows the family to login to their loved one’s Book of Memories to view private condolences and flower cards, change the theme, approve any photos or stories (if the approval process is turned on), upload photos, share stories, and send e-thank-you cards to anyone who signs the guest book.

Family Interactive and Condolence Email List: Add the email addresses of any family members who would like to receive the family login information (and future login changes) and all condolences. If there is more than one address, click ‘Add E-mail.’ The condolences are sent once a day to email addresses entered. (All condolences are filtered for any inappropriate words.)

Donations

There are two options:

  1. Family Preferred Charities

  2. No Donations

If there are preferred charities, there are 3 options:

  1. Select from Frequent List: Once list is built, click the ‘Add to Preferred Charities’ to select for this record. To build a frequent list, click here.

  2. Select from Master Database: These are all registered charities and only accept payments by credit card. Use the search bar to find a charity then select the ‘Add to Preferred Charities’ button. If the charity is frequently chosen, ‘Add to Frequent’. This will eliminate the need to search for a particular charity every time when creating records. Note: Use the dropdown for State/Province and City to narrow your search. Note: Local chapters of particular charities may not be included in the database.

  3. View Charities Selected: Lists all charities designated as preferred charities for this record.

Additional Services

If you do not see this and want it added, contact support.

  1. Click Add New Service.

  2. Enter the service name, date, time and location.

  3. Check the box if a private service.

  4. You have the option to hide the service location and date on the web.

  5. Enter any other information you want to add.

  6. Click Save.

Extra Fields

This section shows you all the custom fields you added into your system.

Enter the information into the fields.