Adding Funeral Records
In this Article:
Entering Funeral Records
- Within the family record, click the Funeral tab.
Click Add Funeral.
- Fill out the relevant information.
Click Save.
After a funeral has been added, you can edit any of the information related to the entry by clicking Edit. 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 about Church Location
The Church Location of the funeral will default to your parish. However, changing the location is easy! You simply open the drop-down to select another parish in your diocese or you can add a new location if the church you'd like is not listed.
Click Add Location to enter the details of the church you'd like to add to the funeral record.
Press Add to save your new location and Submit to save your sacrament record.
Note about Deceased Date:
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.
Pro Tip:
When adding funerals to the database, it's helpful to include the Book Information. This will identify exactly where you have recorded the funeral if you need to the look it up quickly in the registers.
The Book Location field will also default to your parish but the drop-down will provide a list of other parishes in your diocese. Again you have the ability to Add Location if your choice is not listed.
Running the Funeral Report
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 Funeral 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.
