Add / Edit / Remove a Deceased’s Record

The information listed below will allow you to create a record, push it to your website, and automatically create a Book of Memories. A Basic Record includes most of the information that is required for the online tribute. (Once the basic record is created, navigate to the Book of Memories page). Record Management includes all the fields required for creating forms and stationery. Each records comes equipped with its own settings to – among other things – publish, reformat, delete, and push to Facebook.

*Standard Records include First Call fields and information to populate forms and stationery.
Web Only Records appear on the website and don’t require a lot of information.
Pre-Need Records allow you to enter all pre-arrangement information.
Book of Memories Records contain the same data but are intended for families your funeral home has not served.

You can change any record type from one to another (if available in your system) at any time through the Record Settings.

*If you need to edit an existing record, navigate to Main > Records to access all current, past, and pre-need records.

• Create a Basic Record
• Create a Management Record
• Record Settings
• Post Your Obits to Facebook
• FAQ – Records