An additional way to see Yahrzeits

This is purely an incremental change, and one of modest scope. Nonetheless, it’s something that a few of our customers and prospects have suggested.

Let’s say that you want to see the Yahrzeits related to a person or a family. Heretofore, there were basically two way:

Way I: Go to Queries -> Yahrzeits. Enter any part of the member’s last name, and optionally any part of the member’s first name. Check a few boxes in the list of fields to appear, and search. You’ll see a screen with all the Yahrzeits observed by the member whose name you entered, alongside with other observers of those Yahrzeits.

Way II: Go to Maintenance -> Yahrzeit Relationships. In the search box toward the left side of the screen, enter the last name of the member in question. ShalomCloud displays the corresponding Yahrzeits. Take note that the link to the far left on the Yahrzeit name, jumps into maintenance on the deceased. And that the link on the right jumps into maintenance on the relationship. For example, from there you could change the notification to N (no notification).

And now, we have Way III:

Go to Maintenance -> Add /Update Families. Enter a portion of the family code. Then, use the Edit link on the right to drill into the details for that family. First you’ll see the household information; after that, the individual members of that household. Immediately below the last member of the household, you’ll see the new section, showing all the Yahrzeits for any member of the household. That, too, has a link that allows you to jump into editing any one of those Yahrzeits.

This accompanying video runs through all three techniques.