Opening a funeral case

A funeral case carries everything for one death — from the first call through the funeral Mass and aftercare — in one place, so nothing is dropped at a hard time.

Open a case

• 1. Open the Funerals tab and choose New Funeral.
• 2. Search the directory for the deceased, or type a name if they are not on file.
• 3. Add the date of death (if known) and Notified by (funeral home, family, or other).
• 4. In a multi-site parish, choose the church.
• 5. Click Open the case. It starts at the Death stage.

Inside the case

The case opens with chip-panes for Info, Arrangements, Planning Form, and Notes, with the Stage pinned at the top so you always know where things stand.

Tips

• You do not need every detail to start — open the case and fill it in as things unfold.
• Next: move through the stages and checklist and set the arrangements.