Gatherings

This section defines the setups possible for Gatherings. Gatherings appear in Cases>Services>Gathering Section.

Gatherings Setup

Gathering Types

You can add/delete gathering types, as well as rearrange their display order. Simply drag and drop gathering types to your desired display order and click "Update Display Order" to save.

Click "Add a Gathering Type" to add a new gathering type. Type your gathering type name and select the gathering classification (Service, Private Visitation, Rosary, Shiva, or Reception), then click the green plus button to save the new gathering type.

To remove a gathering type, click the red trash next to the item you would like to remove. A screen will popup asking you to confirm the deletion. (If the type of gathering has never been used in will be deleted). If the type is associated with a case, the delete button will inactivate that type for future use.

 

Gathering Staff Roles

This setup will allow you to add/delete gathering staff roles, as well as rearrange their display order. Simply drag and drop roles to your desired display order and click "Update Display Order" to save.

Click "Add a Role" to add a new gathering staff role. Click the green plus button to save.

 

Gathering Participant Roles

This setup will allow you to add/delete gathering participant roles, as well as rearrange their display order. Simply drag and drop roles to your desired display order and click "Update Display Order" to save.

Click "Add a Role" to add a new gathering participant role. Type your gathering participant role name and select the classification (Officiant, Vocalist, Musician, or Florist), and click the green plus button to save the new role.

Participant Maintenance

This section shows the list of participant roles created in Gatherings Setup>Gathering Participant Roles. Here you can add, edit, or delete gathering participants.

A participant may also be selected from a case's contacts. Participants must be either on the vendor list or a contact associated with the particular case.