Web-Only Records

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

Note, 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.

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.)

Select the Place of Death location from drop down or click Add to add a new location. 

A pop-up window will appear. To learn how to add a location, refer to Databases. **Important,  If the person passed away at home, check the box ‘For Current Record Only’ when adding the location.

Select the Clergy member from drop down or click Add to add a new member. 

A pop-up window will appear. To learn how to add a clergy member, refer to Databases. 

There are two options:

1. Family Preferred Charities
2. No Donations

If there are preferred charities, there are 3 options:

1. Select from Frequent List: Once list is built, click the ‘Add to Preferred Charities’ to select for this record. To build a frequent list, click here.
2. Select from Master Database: These are all registered charities and only accept payments by credit card. Use the search bar to find a charity then select the ‘Add to Preferred Charities’ button. If the charity is frequently chosen, ‘Add to Frequent’. This will eliminate the need to search for a particular charity every time when creating records. Note: Use the dropdown for State/Province and City to narrow your search. Note: Local chapters of particular charities may not be included in the database.
3. View Charities Selected: Lists all charities designated as preferred charities for this record.

Once the number of public visitations is selected, a corresponding number of sections will appear. 

Select the visitation location or click Add a add a new location. A pop-up window will appear. To learn how to add a location, please refer to Databases. 

Enter the dates and times. 

Follow the same steps for any private visitations.

Select the service location or click Add a add a new location. To learn how to add a location, refer to Databases. 

Enter the date and time. 

If the service is private, check the box to Hide Service Date on Web.

If you do not see this and want it added, contact support.

1. Click Add New Service.
2. Enter the service name, date, time and location.
3. Check the box if a private service.
4. You have the option to hide the service location and date on the web.
5. Enter any other information you want to add.
6. Click Save.

Select the reception location or click Add a add a new location. To learn how to add a location, refer to Databases. 

Enter the Life Story or Obituary. The text can also be pasted from any program such as Microsoft Word. If information is added to both fields, only the obituary will display in the Book of Memories.

There is an Edit Record Settings button in the top right. Once you click on the button, you will see a drop down for Post to facebook. Select yes then save.

You can choose from dozens of themes to apply to a Book of Memories. The themes have been created to capture various interests and hobbies that will allow you to further personalize each online tribute.

Theme Categories:

Click the drop down to choose a category.

Theme:

Choose a theme. Once a category is selected, the corresponding themes within that category will display. Click on any of the themes for a preview.

It’s recommended that at least one photo is added to the Book of Memories; it will be displayed on your website’s home page and in the top banner of the Book of Memories. More photos can be added to each record and can then rotate within the top banner of the Book of Memories (See Global BOM Settings to adjust settings).

Adding Photos:

1. Click Add files.
2. A pop-up window will appear to locate the photo(s) on your computer.
3. Either double click on the file or click once and hit open. (Up to 50 photos at a time can be uploaded.)
4. Once all photos have been added, click on Start Upload

Adjusting Photos:

Below each photo, there are a number of options:

• Click on the arrow buttons to rotate image counter-clockwise or clockwise.
• Once the images are loaded in the system, choose ‘Set as Primary’ option below one of the photos. That primary photo will appear as background in left menu and depending on your Global BOM Settings, can display as the first / only photo in the upper banner of the Book of Memories.
• Set as Private: if you want a photo stored in the library for DVD purposes but no on the public side you can set as private.
• Adjust image focal point – drag the box or use the corners to adjust the image focal point (center of photo) to ensure that the most important part of the image remains in view when displayed in the Book of Memories. For example, if a person’s head is off to the side of the photo, it may not display properly unless adjusted. The focal area size is predetermined based on the Book of Memories theme chosen.
• Edit Caption to add a text description of the photo.
• Delete will remove a photo.

This feature allows you to upload a PDF file of the memorial program for those online visitors, unable to attend the service, to download from the Book of Memories.

1. Browse on your computer to locate the PDF file and either double click on the file or click once and hit open.
2. Upload memorial program.
3. A message box will let you know that the file has uploaded.

This feature allows you to upload an audio recording of the funeral service or eulogy (up to 9 MB / approximately 10-15 minutes). Book of Memories visitors can click on a link to listen to it at any time. This is a nice feature for those who were unable to attend the service.

1. Browse to locate the audio file on your computer.
2. Upload service recording
3. A message will appear when the file has been uploaded.

This features allows you to create a slideshow that will display in the Book of Memories. Each slideshow can include multiple photos and an audio selection.

1. Select a song from the Audio dropdown. Click on ‘Preview Music’ to listen to any of the options.
2. Click ‘Add Frame’ to select photos.
3. Click on any/all images that you would like to include in the slideshow. Select Done. Click on ‘Upload New Photo’ to upload additional pictures from your computer.
4. All selected photos will appear in the timeline. Hover over photos to access edit icons: delete, move right, move left.
5. Click Save.

1. Choose a category from the dropdown and all affiliations within that category will become visible in Affiliations List.
2. Click the affiliation name.
3. Click Add Insignia.
4. Remove an insignia by clicking on the graphic to highlight and select ‘Remove Highlighted’
5. Click Save.

You can also search by typing the affiliation name into the Affiliation Search field to access specific organizations within the list. Once located, click Add Insignia to display then save. 

This feature allows you to print NEW (all those that have not previously been printed) or ALL condolences for the family.

The page(s) can be printed with (printer icon without X) or without (printer icon with X) a watermark background. Once selected, the system creates a PDF file that can also be saved on your computer or emailed to the family.