Burial Listing — User Guide

The Burial Listing plugin lets a cemetery publish a searchable directory of burial records with a public-facing A–Z directory and an admin area for staff.

#Public directory

Once the plugin is installed, a "Burial Listings" page is created at /burial-listings. Visitors can:

• Type into the search box to filter records as they type (matches first/last name and grave number)
• Click a letter (A–Z) to jump to last names starting with that letter; "All" clears the filter
• Page through the full list, sorted alphabetically by last name

#Admin area

Find the admin under Burial Listing → Burials in the side navigation.

#Adding a record

Click Create burial in the top-right of the burials list, fill in the form, and click Create. Before saving, the system checks whether a possible duplicate already exists (same name + date of death). If a match is found, you'll see a notification listing the existing record and an option to keep both.

#Importing a spreadsheet

Click Import in the top-right.

1. Upload a CSV or Excel (.xlsx) file.
2. Map each spreadsheet column to a field. The system suggests matches based on column names.
3. Review the preview, then confirm.

Possible duplicates discovered during import are imported anyway and flagged with a "Needs review" indicator. To resolve them, filter the list by Possible duplicates → Needs review.

#Exporting

Click Export to download the current view as a CSV.

#Searching

Use the search box on the burials list to find a record by first name, last name, or grave number.

#Deleting and restoring

Records are soft-deleted: deleted entries can be restored from the Trashed filter. To remove a record permanently, delete it again from the trashed view.

#Settings

Find settings under Burial Listing → Burial Plugin.

#Display

• Records per page — page size for the public directory.

• Default sort — last name (A–Z / Z–A) or date of death.

• Name format — how a person's name is captured and shown across the admin form, imports/exports, and the public listing:

  • First & Last name (default) — two separate fields. Choose this when you have, or want to keep, given and family names apart (for example, to sort and jump A–Z by last name).
  • Full name (single field) — one combined field. Choose this when your records only have a single undivided name and splitting it would be artificial.

  Switching the format automatically enables the matching name field(s) and hides the other(s); your existing records and custom fields are untouched. When Full name is selected, the A–Z letter jump and alphabetical sort use the full name instead of the last name.

#Fields

The five default fields (First name, Last name, Date of death, Age, Grave number) are seeded on install. You can:

• Rename any field's display label.
• Toggle enabled, required, or shown-on-public-listing for any field.
• Add new fields (text, long text, number, date, yes/no, or select). Custom fields appear on the admin form, in import/export, and on the public listing if marked public.
• Delete custom fields at any time. The five system fields cannot be deleted, only disabled.

#Duplicates

• Strict (default) — flags records with the same first name, last name, and date of death.
• Loose — flags records with the same last name and date of death (ignores first name).

Records without a date of death are never flagged as duplicates regardless of strategy.