There are three ways to add yahrzeits to the system:
- From the Yahrzeits page (Admin Menu > Yahrzeits)
- Within an account in the Yahrzeits tab
- Marking someone as deceased (more on this here)
Go to Admin Menu - Yahrzeits, and click on "New Yahrzeit" on the top right. You can also go to any individual account, click on the Yahrzeits tab, and then click "Add New." This will bring up a blank yahrzeit record: 
You can enter all or some of the information that you have here. The only required field is the name of the deceased.
When you enter an English date, you can click "From English" and the Hebrew date will get generated automatically. If you change the English date, make sure to click to update the Hebrew date as well.
Leap Year Rules
Different shuls and, indeed, sometimes individuals, have different customs when it comes to Adar yahrzeit observances. There are two options in Settings where the Shul's customs are set.
- Adar observances in a leap year
- 30th Adar I observance in a non-leap year
A new yahrzeit defaults to the shul's settings in Settings. Choose another option, where applicable, to explicitly set a different custom for the specific yahrzeit.
Add Mourners
Once that tab has all of the information you need, click on "Mourners" to link this yahrzeit to an observer:
The relationship is free text and will allow you to enter any relationship you'd like.
The mourner name will search for matching names in your database and allow you to link to a specific person. As you type, matching names will pop up and the field will turn green once a name is selected.
You can click "Add New Mourner" as many times as you need to add as many mourners as necessary.
When you are adding from within an account, the mourner name will auto load the adult primary on the account. You can leave or replace the name or add additional people.