Funerals
There is now a designated spot to list Funeral-related information within the Member record. Simply open the member record > select Funeral > New Funeral > then fill out the relevant information and click Save.
After a funeral has been added, you can edit any of the information related to the entry by clicking Edit, or you can delete the entry by selecting the Delete button found on the right.
Please see the screenshot below to learn what fields are available for funeral entries:
Note: Deceased Date can be listed within the Funeral and Miscellaneous tabs of the Member record. Please read the following to see how these fields are impacted by one another:
- If you're first adding a "Deceased Date" within the Miscellaneous tab, this same deceased date will automatically populate when adding a funeral.
- If instead you're first adding a "Deceased Date" within the Funeral tab, this same deceased date will automatically populate within the Miscellaneous tab.
- When you enter the Deceased Date in one area (either a funeral entry or the Miscellaneous tab), the Deceased Date you select will update wherever else the deceased date is already listed.
- For instance, if I list the deceased date in the Miscellaneous tab as 04/01/2023, and then I select the deceased date as 04/03/2023 when adding a funeral, the deceased date in the Miscellaneous tab will update to show 04/03/2023.
- If instead I add a funeral entry, and then I enter a different deceased date within the Miscellaneous tab, the funeral entry will then automatically update to reflect the deceased date entered in the Miscellaneous tab.
To see this in action, please click HERE to watch a short tutorial.
To generate a report of funeral entries, select Reports > Report Library. You'll then want to scroll to the Members section and open up the "Funerals" report. This report shows funeral information for a specified date range and selected locations. It includes the Member's name as well as all information related to the funeral entry.
