Add/Edit/Delete Your Website Record

This section will show you how to create a new record, edit an existing record, or delete an existing record.

Adding a Record

Navigate to Main > Records.

Mouse over ‘Add a New Record’ at the top right and select either:

• Web Only Record (for families you have served)
• Book of Memories Record (for families you have not served)

*Both record types have the same data entry.

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

*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.

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

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.)

You may now proceed to the next step, called Place of Death, to learn about the rest of the features in a record.

Editing a Record

Navigate to Main > Records.

From the left navigation, choose All Records.

You can now search for the record you want to edit.

Once found, click on the deceased name.

You can now navigate to the section of the record you want to edit.

Deleting a Record

Navigate to Main > Records.

From the left navigation, choose All Records.

You can now search for the record you want to delete.

Once found, click on the deceased name.

Click Edit Record Settings in top right.

At the bottom of the popup window, click the Delete Record button.