Yahrzeit Notice Page


Quickly Find, Review, Email, Print, or Export Yahrzeit Notices

The Yahrzeit Notice Page allows you to search, filter, and manage Yahrzeit records for your congregation. From one screen you can locate deceased members and their mourners, review family information, and email, print, or export personalized Yahrzeit notices.


Accessing the Yahrzeit Notice Page

From the main menu, select:

Yahrzeit → Yahrzeit Notice 


Filter Your Yahrzeit Records

Use the available filters to display exactly the Yahrzeit notices you need.

You can search by:

  • Yahrzeit Date
  • Date of Death
  • Jewish or English observance
  • Mourner Name
  • Deceased Name
  • Email Address
  • Family Code
  • Individual Code
  • Note 1
  • Mourners with Email Addresses
  • Mourners without Email Addresses


After selecting your criteria, click Run Report to display the matching records.



View Family Information

While reviewing your results, simply click on a mourner's name to open their complete family record.

This allows you to:

  • Review contact information
  • View family details
  • Check additional notes
  • Return to your Yahrzeit results without starting your search over

This makes it easy to answer member questions or verify information while preparing notices.


Print Yahrzeit Notices

After running your report:

  1. Select a Yahrzeit Template from the Select Template dropdown.
  2. Click Print.
  3. Your notices will open in your browser's print window.

Note: If your browser blocks pop-up windows, you may be prompted to allow pop-ups before printing.


Email Yahrzeit Notices

Email notices can be sent immediately or scheduled for a future date.

Send Immediately

  1. Run your report.
  2. Select a Yahrzeit Template.
  3. Choose Send Now.
  4. Click Send Emails.

Schedule Emails

  1. Run your report.
  2. Select a template.
  3. Choose Schedule.
  4. Select the desired date and time.
  5. Click Schedule Emails.
  6. View or manage scheduled emails by selecting View Scheduled Emails.


Export Notices

Need to personalize your notices before sending?

Choose Export as RTF to save your notices as a Rich Text Format document that can be opened in:

  • Microsoft Word
  • Google Docs
  • LibreOffice
  • Most word processing programs

This option is perfect when you want to make individual edits or add custom messaging before printing or emailing.


Using Templates

The Select Template list displays all of the Yahrzeit templates you have created in:

Setup → Templates → Yahrzeit Templates

If you don't see a template listed, create one first before attempting to print or email notices.


Tips

  • Filter by Jewish or English observance to match your congregation's traditions.
  • Verify email addresses before sending notices.
  • Click a mourner's name to quickly review family information.
  • Use scheduled emails to automatically send notices in advance.
  • Export to RTF whenever additional customization is needed.

Related Articles


Click here to learn how to create a Yahrzeit template. 


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