Memorial

Overview

The Memorial screen allows you to add, update, view and delete Memorial information for the decedent associated to your Case. The Memorial screen can be accessed from the Menu bar by navigating to Cases – Arrangements – Memorial.

 

Workflow

To add a new Memorial record :

  1. Navigate to Cases - Memorial
  2. Click the New Memorial button located at the bottom of the screen to open the Memorial Information popup window.

 

  1. Fill in the desired information and click Save .
  1. Enter additional information associated to the Memorial record into the Additional Notes field, if desired.
  1. To Edit or Delete a Memorial Information record, click on the desired Memorial Information record to select and open it.
  2. Make desired changes and Save to update a Memorial Information record OR click Delete to remove a Memorial record.