This section of Arranging Director 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.
Open a record and navigate to Record Management > File Management.
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 to Facebook – If your firm has a Facebook account and the set up is complete, the app can be integrated within the FrontRunner system to ensure that when a Book of Memories goes live, the link to it will post to your Facebook page. If you do not app this app and would like more information, please contact your Success Coach.
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