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Web-Only Records

Add Record

To add a new record, go to the Dashboard > click Create New Record > click Web-Only Record.

Edit Record

If you're looking to edit a record, from the Dashboard, search for your record and click on it to open. 

Delete Record

To delete a record, from the Dashboard, search for your record and click on it to open. Click Edit Record Settings in top right. At the bottom of the popup window, click the Delete Record button.

Web Details

Basic Information

  • Branch: Select which branch, if more than one company location, is managing the service.

  • Publish to Web: Once saved, the information will automatically publish to the website.

  • Current/Past: Force to be current if, for example, a person passed away six months ago but the memorial takes place tomorrow. The record appears as a current service on your website. Note: change the status back to ‘Automatic’ following the service otherwise it will remain current forever.

  • Enter the remaining basic information.

  • Video Link: URL of a third party company’s video tributes.

  • Webcast Link: URL of a third party company’s webcasting.

** Note, all date fields contain a calendar icon for quick entry. Click the calendar icon. select your date, then click off the calendar. This tool is not recommended for the Date of Birth.

Family Interactive Edition

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.)

Place Of Death

Select the Place of Death location from drop down or click Add to add a new location. 

A pop-up window will appear. To learn how to add a location, refer to Databases.

**Important,  If the person passed away at home, check the box ‘For Current Record Only’ when adding the location.

Clergy

Select the Clergy member from drop down or click Add to add a new member. 

A pop-up window will appear. To learn how to add a clergy member, refer to Databases. 

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.

Visitations

Once the number of public visitations is selected, a corresponding number of sections will appear. 

Select the visitation location or click Add a add a new location. A pop-up window will appear. To learn how to add a location, please refer to Databases. 

Enter the dates and times. 

Follow the same steps for any private visitations.

Service

Select the service location or click Add a add a new location. To learn how to add a location, refer to Databases. 

Enter the date and time. 

If the service is private, check the box to Hide Service Date on Web.

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.

Reception

Select the reception location or click Add a add a new location. To learn how to add a location, refer to Databases. 

Notice

Enter the Life Story or Obituary. The text can also be pasted from any program such as Microsoft Word. If information is added to both fields, only the obituary will display in the Book of Memories.

Post To Facebook

There is an Edit Record Settings button in the top right. Once you click on the button, you will see a drop down for Post to Facebook. Select yes then save.

Insurance Request

This section allows for an insurance assignment request to be submitted as long as their is an account set up under System Settings > FuneralPay.

Custom Fields

This feature allows you to add custom fields to your system and create a custom field title for records and form exporting. The user created fields can also be used on reports by using the Field Names generated by the system when the field is created. Your system administrator MAY have added additional fields. 

Navigate to System Settings > Arranging Director Admin > Define and Maintain Vitals and Services Data Fields.  

There are two buttons at the top, Vitals Screen Rows and Service Screen Rows. Each buttons contains a list of fields that are available for records. Locate a field where your new field makes the most sense to appear with within a record. There are little green (+) icons beside most fields. Click on one to create a new field. 

Simply type the name of the field and choose the data type of text, number, date or time. Make sure to click the green add button on the right to save your new field. If you wish to add more than one field underneath an existing field, just click the add button again.

You may set the display order of your fields by clicking the row and dragging to its new location. You may only re-order custom fields below the system field you added them underneath. For example, if Arranging Director – Administrative Menu you add a field under Music you may not drag it underneath the Cremation Date field. However, if you add more than one field under Music you may drag to reorder their display order underneath the Music field.

You may also remove custom fields from this screen by clicking the red delete icon. If you have never entered data for a field it will be deleted. Your custom field will be deprecated if data has been entered for the field for any client. Deprecating means that the field and its data will appear for any client it was entered on, but the field will not be available for any future clients nor will it appear on an existing client if data was never entered for that field.

For more information on how this area of the system works, please click here.