Creating a Yahrzeit Record

There are three ways to add yahrzeits to the system:

1. From the Yahrzeits page (Lifecycles > Yahrzeits)
   
   • Navigate to Lifecycles > Yahrzeits.
   • Select New Yahrzeit in the top right.
2. Within an account in the Yahrzeits tab
   • Navigate to the desired account.
   • Select Yahrzeits in the Account Details Menu
   • Select Add New.
3. Marking someone as deceased (more on this here)

Creating the Yahrzeit Record

Enter all or some of the information in the available fields. The only required field is the name of the deceased.

When providing an English date, select From English and the Hebrew date will generate automatically. If the English date is changed/updated in the future, be sure to update the Hebrew date again as well.

Leap Year Settings in Yahrzeit Records

The ShulCloud yahrzeit system is very sophisticated and will automatically make adjustments for Adar I & II Yahrzeits in a non-leap year to make them just plain Adar. If someone passed away during a leap year,  set the date of her yahrzeit to either Adar 1 or Adar 2 and the system will know to fix that automatically and send the notification in Adar when there is no leap year.

When adding a new Yahrzeit in to ShulCloud, There are two settings to determine what happens on a Yahrzeit in Leap Years:

• When someone passes in regular Adar in a NON-leap year (like 2025) it asks what they want to do for leap years. Do they want to commemorate in Adar 1 or Adar 2 or both (and indicates which minhag the synagogue follows in order to help the mourner make their decision.)
• When someone passes specifically on the 30th of Adar 1 in a leap year. There is no 30 Adar in non-leap years. Regular Adar has only 29 days. Rabbis disagree on when the yahrzeit should be held in these cases. So ShulCloud allows a choice of minhagim to those with this specific date and again indicates which choice the shul normally follows to help the mourner decide.

Add Mourners 

Once the info tab has all of the information available populated, select Mourners to link this yahrzeit to an observer:

The relationship is free text and will allow any relationship to be provided.

The mourner name will search for matching names in the database and link to a specific person. As characters are entered into the Mourner Name field, matching names will pop up and the field will turn green once a name is selected.

Select Add New Mourner as many times as need to add as many mourners as necessary.

When adding a yahrzeit from within an account, the mourner name will auto load the adult primary on the account.