Home
Click "Contacts ... Custom Searches" then click "Yahrzeit Search"
The "Yahrzeit Search" is the recommended means of:
- Finding/listing deceased individuals' yahrzeit dates during various date ranges
- Finding/listing mourners observing yahrzeits during various date ranges
- Creating various CRM smart groups
- Sending an email to 50 or fewer mourners
- Sending hard-copy reminder letters to the mourners
- Creating hard-copy lists of deceased names, mourner names to be read aloud during services
- Creating hard-copy weekly lists of deceased names for a volunteer to turn on/off light bulbs next to memorial plaques
Whenever you are sending emails, creating a PDF document, or editing a message template: Look for a button in the upper right labeled "Insert Tokens". Click on "Insert Tokens" then scroll until you see the section "Yahrzeits for this Mourner". (Notice: tokens are not aware of your search filters, so make sure your search filters make sense for the tokens you use)
Such as:
The list of tokens:
- {yahrzeit.deceased_name___day_7} - 'Name of Deceased in exactly 7 days'
- {yahrzeit.english_date___day_7} - 'English Yarzeit Date (evening) in exactly 7 days'
- {yahrzeit.morning_format_english___day_7} - 'English Yahrzeit Date (morning) in exactly 7 days'
- {yahrzeit.hebrew_date___day_7} - 'Hebrew Yahrzeit Date in exactly 7 days'
- {yahrzeit.dec_death_english_date___day_7} - 'English Date of Death in exactly 7 days'
- {yahrzeit.dec_death_hebrew_date___day_7} - 'Hebrew Date of Death in exactly 7 days'
- {yahrzeit.relationship_name___day_7} - 'Relationship of Deceased to Mourner in exactly 7 days'
- {yahrzeit.erev_shabbat_before___day_7} - 'Erev (evening) of the Shabbat before yahrzeit in exactly 7 days'
- {yahrzeit.shabbat_morning_before___day_7} - 'Morning of the Shabbat before yahrzeit in exactly 7 days'
- {yahrzeit.erev_shabbat_after___day_7} - 'Erev (evening) of the Shabbat after yahrzeit in exactly 7 days'
- {yahrzeit.shabbat_morning_after___day_7} - 'Morning of the Shabbat after yahrzeit in exactly 7 days'
Note: The number 7 in the token can be changed to any valid integer. Such as {yahrzeit.deceased_name___day_20}
At the bottom of all Individual contacts, you will see the "Hebrew Birth Dates" section
For all deceased contacts, you will also see the "Yahrzeit Dates" section.
