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Getting Started with Your System
Getting Started with Your System
Once you login to your FrontRunner system, you will be able to access everything you need to manage your records, website, forms, showrooms, stationery, dvd creator, the Book of Memories, marketing tools and so much more. The pages listed below cover off all aspects of…
Print Condolences
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Print Condolences
This feature allows you to print NEW (all those that have not previously been printed) or ALL condolences for the family. The page(s) can be printed with (printer icon without X) or without (printer icon with X) a watermark background. Once selected, the system…
Cancellation Policy
Help Resources » Policies » Cancellation Policy
FrontRunner Professional Cancellation Agreement Confidential This document contains proprietary information and may not be reproduced, transmitted, or translated in any manner without the specific consent of FrontRunner Professional. This includes third party…
FAQ’s on Management
Management System Features » FAQ’s on Management
Question: Why did FrontRunner not purchase Twin Tiers (MiMS)? Answer: Some clients have asked about the logic behind our company’s decision not to purchase MiMS despite the fact that it had been an integration partner. FrontRunner disagreed with the opinion of a few…
My Tribute Gift
Companies We Partner With » My Tribute Gift
Learn about My Tribute Gift, the background, and why FrontRunner chose to partner with them for donations. When FrontRunner looked into developing an online donation system, we met with countless charities that confirmed the dramatic decline in memorial donation…
Memorial Candles
Increase Your Revenues » Memorial Candles
Online remembrance candles provide a unique way for visitors to express their sympathies while supporting the Book of Memories in perpetuity. For more information about your Memorial Candle account, please refer to the Candle Log from your Main > SimplyOne page. For…
Disrupt Media
Companies We Partner With » Disrupt Media
At DISRUPT Media all we do is social media, and we have a proven measurable process for doing it. We help bold, forward-looking brands build socially disruptive strategies through ideas and storytelling. What makes social media so powerful and compelling sometimes…
FAQs on Memorial Candles for the Purchaser
Increase Your Revenues » Memorial Candles » FAQs on Memorial Candles for the Purchaser
Question: Are the candles real or simply virtual (online) images of support and tribute? Answer: The Memorial Candles are online representations of love and tribute only. No physical candle will be lit in memory of a loved one. Question: How do I correct my spelling…
Search Engine Submission Options
Search Engine Optimization (SEO) » Search Engine Submission Options
There are free and pay service submission options available to help enhance your SEO. Free Submissions Complete manual submissions by visiting each search engine and completing the online forms. This will send a ‘spider’ to your site for indexing. Expect…
FAQs on Book Of Memories
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » FAQs on Book Of Memories
Below are a list of common questions regarding the Book of Memories. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: How do I delete/modify a condolence message, candle message,…
Support Policy
Help Resources » Policies » Support Policy
We take our support policies seriously and when a customer is in need of help, we focus on their needs until a solution is found. With our funeral home background, we treat all Emergency Support requests with the same attention as our customers do when a family calls…
Honoring a Life
Increase Your Market Share » Honoring a Life
Honoring a Life is a global fight against climate change and a memorial tree program created to give those who are grieving the option of a deeply symbolic gesture to honor their loved one. As a funeral home, you can provide the honoring a life kit to your families you…
Sympathy Cards
Increase Your Revenues » Sympathy Cards
Online visitors can choose a Sympathy Card, personalize it, and have it sent directly to the family or funeral home for only $5. All processing and shipping is managed by our partner Blue Bird. Visitors choose a theme, a date to send the card, a return address, a…
Add Live Chat
Edit / Publish Your Website » Add Live Chat
There are many programs out there to provide you with a Live Chat service to add to your website. There is one we recommend, and have a few clients using this feature already, callled Comm100. For more information, please visit the Comm100 website. You can customize…
MySendOff Stories
Companies We Partner With » MySendOff Stories
MySendOff Stories contains a library of original articles and stories to you, available exclusively for FrontRunner funeral home websites. You now have a revolutionary way to include an automatic stream of fresh, original articles on your funeral home’s website and…
~New~ Pulse Dashboard
~New~ Pulse Dashboard
In December 2014, FrontRunner officially released its new Pulse system. The video below explains one of the major changes we have made with the new software— the Dashboard. With the dashboard your firm now has key information at your fingertips, without having…
FrontRunner Website Settings
Search Engine Optimization (SEO) » FrontRunner Website Settings
Make sure to work on your FrontRunner Settings to help optimize your website’s Search Engine Optimization (SEO). Website > Edit > Site > any page > Edit Details The Page Title field is located in the top section. The Search Keywords and Search Description…
Funeral Screen
Companies We Partner With » Funeral Screen
Funeral Screen has a Digital Signage Software platform which allows you to display personalized announcements and presentations and update display content from any browser with an internet connection. We help funeral home transition away from felt boards with plastic…
Adding Cremation Services
Increase Your Market Share » Adding Cremation Services
If you are an existing FrontRunner Professional client and wish to offer your community A New World of Choice, we invite you to join Simpler Times. The network helps your firm provide your families with the tools they need to only choose the cremation services and…
Help Resources
Help Resources
Please use the Help Desk section, found from your Main tab, when you have a question or technical issue with something in your system. You will find a list of helpful tools we have to better serve our clients. User Manual Frequently Asked…
ConsumerSide
Increase Your Revenues » ConsumerSide
In today’s changing market, families are looking for more choices, more options, and more convenience when it comes to paying for funeral-related products and services. For many, using a line of credit is essential. Bluefin and FrontRunner Professional have put…
Adding Pet Loss Services
Increase Your Market Share » Adding Pet Loss Services
An Unforgettable Friend™ is a network of caring funeral professionals and pet care specialists offering pet loss and bereavement services in their communities. The connection to network members provides families with invaluable grief and planning resources, pet loss…
Bluefin
Companies We Partner With » Bluefin
In today’s changing market, families are looking for more choices, more options, and more convenience when it comes to paying for funeral-related products and services. For many, using a line of credit is essential. Bluefin and FrontRunner Professional have put…
FAQs on General Issues
Getting Started with Your System » FAQs on General Issues
Below are a list of common questions regarding general issues. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: My password doesn’t work anymore. I logged into the system…
Animoto DVT
Create / Edit a DVD Slideshow » Animoto DVT
Animoto offers tribute videos that are easy and fast to create. *If you would like to activate in your system, contact your FrontRunner Success Coach to arrange. Create Your Video Open a Record > Digital Video Tributes > Create New Video. Step #1 – Use the…
Google Places
Search Engine Optimization (SEO) » Google Places
Claim Your Business Google Places is a feature to help get your website noticed online. Your business stands out when it’s listed at the top of the Google search engine results page. By claiming your business through Google, you can improve your search engine…
Quick Search
Increase Your Market Share » Quick Search
Quick Search Notifier Whenever an online visitor uses the website’s Quick Search function, an email notification is sent to your funeral home detailing what keywords were searched and the number of results found. This is very important while building the website…
Gmail
Companies We Partner With » Gmail
FrontRunner Professional does not host or provide an email service for clients BUT we believe Gmail is the perfect solution for your business. *FrontRunner Professional is not responsible for how Google Apps works. We are simply recommending this product as we believe…
Create a New Page
Edit / Publish Your Website » Manage Web Page Settings & Files » Create a New Page
Quickly add a new page to your website. Navigate to Website > Manage > Site Map. An ADD link is found within each section of the Site Map. Click on any of the arrows to show the child pages/sub-pages to locate the section where the new page will be created. Click…
Add & Edit Users in System
Getting Started with Your System » Add & Edit Users in System
* It is highly recommended that each person logging into the system has his or her own individual User Profile. It only takes a few second to create a profile. Navigate to System Settings > User Profiles > Users. Select the ‘Add User’ button at top…
Tabular Reports
Arranging Director » Reports » Tabular Reports
This section of Arranging Director allows you to view and/or print from a selection of tabular reports. Navigate to Arranging Director > Reports > Tabular Reports. Check the boxes next to the reports you wish to run and click ‘Create Report(s)’. Date and…
Social Media Tips
Social Media Tips
Learn about social media and the importance of having this for your business. Here is a video to help understand social media and how it affect’s today’s society: *For more information on social media, please contact your FrontRunner Success Coach. We…
Payment Policy
Help Resources » Policies » Payment Policy
To help ensure a proper billing system for our FrontRunner Professional clients, it is important to outline a payment policy that we feel will benefit yourself and your staff. If you have any questions regarding the payment policy, feel free to email…
Facebook Integration Setup
Getting Started with Your System » Your FrontRunner Desktop » Book of Memories Settings » Facebook Integration Setup
Facebook is a great tool for individuals, businesses, organizations, and brands to share their stories and connect with people, including potential clients. Facebook Pages, like timelines, can be customized by adding apps, posting stories, hosting events, and more.…
Top Support Questions
Help Resources » Top Support Questions
As you work your way through the FrontRunner system, you may come across a section that is new or you’ve never worked in before. This manual is intended to address any support issues that may arise but we thought it also might be helpful to outline the most…
User License Agreement
Help Resources » Policies » User License Agreement
FrontRunner Professional – User License Agreement Amended – July 25, 2015 h3. INTRODUCTION Please read this USER LICENSE AGREEMENT (“Agreement”) carefully and make sure that you fully understand it. You will have the opportunity to accept or reject…
FrontRunner DVT
Create / Edit a DVD Slideshow » FrontRunner DVT
In minutes, your firm can create stunning, moving memorial tributes to offer families. Once created, the video files can be burned to a DVD using a preferred program. Open a record and navigate to Digital Video Tributes: Create New Project *Tip: If the screen appears…
Training Documentation
Help Resources » Training Documentation
Below you will find a link to each system type. Within each, we have provided a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please…
Tukios DVT
Create / Edit a DVD Slideshow » Tukios DVT
Tukios offers high-quality tribute videos that are easy and fast to create. Visitors to the website can purchase a DVD file to burn for themselves or purchase a copy of the DVD or Bookshelf Box Set. Your funeral home earns a commission on these sales. *If you would…
Manage DVD Sleeve & Label
Create / Edit a DVD Slideshow » Animoto DVT » Manage DVD Sleeve & Label
Open a Record > Digital Video Tributes > Print DVD Sleeve and Label. This process allows you to print the personalized DVD case sleeves and disc label. Step #1 – Use the dropdown to select a theme. Step #2 – Select the item to be printed (Don’t…
Guest Book
Edit / Publish Your Website » Advanced Website Editing » Guest Book
The Guest Book module creates a guest book that online visitors can sign. All entries are visible on the website page. Once the page is set up, we suggest that you monitor it from time to time. The option to edit or remove an entry is available. If you require a new…
ASD
Companies We Partner With » ASD
ASD is an Answering Service that is solely dedicated to Serving the Funeral Profession. We have developed software that can integrate directly with ASD. This integration will enable you to reduce your data entry by uploading information directly into ASD’s…
ObitsForLife.com
Increase Your Market Share » ObitsForLife.com
ObitsforLife.com is a commercial-free online obituary and death notice posting site controlled by funeral professionals to help protect the integrity of their profession, the dignity of the deceased, and the trust their families and communities have placed in them. We…
Advanced Website Editing
Edit / Publish Your Website » Advanced Website Editing
Page Modules There are many different page types you can create. To determine which module is applied to a page, click ‘Edit Details’. Scroll to Page Action, the fourth section on the page to find which module is marked. Click on any module to learn…
Book of Memories Features
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Book of Memories Features
The information below will allow you to better understand how all the features within the Book of Memories work. If a family member or someone in the community calls / writes asking for more information, this page details best practices and how to access particular…
FAQs on Stationery
Stationery Printing » FAQs on Stationery
Question: How can I expand my working space so I can see more of the stationery? Answer: The system embeds the stationery print engine within the software by default. If you would like a larger screen to work on, you can open the stationery print engine in a new…
Edit a Virtual Showroom
Create / Edit Your Virtual Showroom » Edit a Virtual Showroom
Editing your virtual showroom can consist of changing the style, adding headers and footers, creating buttons, adding products, and uploading photos and videos. Navigate to the Kiosk tab at the top. Use the + to expand the My Showrooms category and select the…
Global BOM Settings
Getting Started with Your System » Your FrontRunner Desktop » Book of Memories Settings » Global BOM Settings
The Global Book of Memories section allows you to set up your captcha preference, date formats, rotation options for photo frame, and the approval process for photos and stories. Navigate to your Main > Book of Memories > Global BOM Settings. Global Book of…
QuickBooks Integration
Management System Features » QuickBooks Integration
QuickBooks software must be set-up properly before launching the QuickBooks Integration. Also, all products in the product catalog require a QuickBooks Name less than 30 characters and without any special characters included. Basic Setup System Settings > QB…
Book of Memories Standalone
Help Resources » Training Documentation » Book of Memories Standalone
For Book of Memories Standalone clients, we have provided a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please feel free to print off…
FAQs on Records
Add / Edit / Remove a Deceased’s Record » FAQs on Records
Below are a list of common questions regarding records. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: I am trying to upload an image but it’s not working. What am I doing…
Databases
Getting Started with Your System » Databases
The database section in your FrontRunner system was created to help reduce the amount of time it takes to create records and utilize the many additional features. We recommend that you designate a period of time to build the database; once the information is added, it…
Search Engine Strategies
Search Engine Optimization (SEO) » Search Engine Strategies
Once your website is live, the goal is for online visitors to actually find it. The first step is submitting the URL (www.yourfuneralhome.com) to search engines. Start off with Google. *Include your URL on ALL printed materials including the obituary notices in local…
W.L. Smith
Companies We Partner With » W.L. Smith
AfterLoss Subscription Program Today’s families want to feel truly cared for and you may think your firm must spend a lot of money establishing a grief support program. But, the AfterLoss app makes it truly affordable for you to gift your families with a…
System Profile
Getting Started with Your System » System Profile
Your System Profile is where you enter all the location information for your funeral home, !The System Profile is very important; it is the core source of information that populates many key areas of the website. It is also crucial to keep the information up-to-date…
Bass-Mollett Stationery
Stationery Printing » Bass-Mollett Stationery
FrontRunner has worked with Bass-Mollett to leverage your single data entry solution to work seamlessly with the stationery offerings. Save time and money by utilizing the software to customize and print beautiful memorial products. *If you would like to have this…
Perfect Website
Help Resources » Training Documentation » Perfect Website
For Perfect Website clients, we have provided a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please feel free to print off each…
WebSuite
Help Resources » Training Documentation » WebSuite
For WebSuite clients, we have provided a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please feel free to print off each section or…
Configure Text Message Notifications
Arranging Director » Arranging Director Admin » Automated Reporting Setup » Configure Text Message Notifications
This section of Arranging Director allows you to define which cell phone numbers to be notified via text whenever an At Need contract is added and/or a discount is given on a contract. Navigate to System Settings > Arranging Director Admin > Automated Reporting Setup…
Management System Features
Management System Features
The FrontRunner Management System is an all-in-one feature that ensures your funeral firm can work smarter. The one-write technology allows you to build forms and contracts in minutes once a record is created. The deceased’s information pre-populates necessary…
Search Engine Optimization (SEO)
Search Engine Optimization (SEO)
It’s one thing to create and build a beautiful website filled with relevant information about your funeral firm’s services and products, it’s quite another to have online visitors find your site with ease. Search Engine Optimization (SEO) takes time…
Create a Book of Memories Page
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page
The Book of Memories are beautiful and permanent online tributes of loved ones. A wonderful and easy way to preserve cherished memories, a Book of Memories is automatically created once a record is created in the FrontRunner system. Working with the family, funeral…
Employee Maintenance
Arranging Director » Data Setup » Employee Maintenance
This section of Arranging Director allows you to enter the data for each of your employees. Navigate to Arranging Director > Data Setup > Employee Maintenance. This information is used for general contact information and with the timesheets. Click the green…
Funeral Screen Export
Increase Your Market Share » Funeral Screen Export
The connection will push the following service information to your Signage Studio for any particular day of service: Decedents Name Primary Photo Service Type / Time Obituary Room Name Special Instructions How to Export information to your Signage…
Create a Calendar
Edit / Publish Your Website » Advanced Website Editing » Create a Calendar
The Calendar Page Module displays upcoming events in a simple and easy-to-read calendar that contains links to event details. A calendar month will only display if the month contains an event. Events are listed in chronological order by start date. If you require a…
Loyalty Rewards Program
Increase Your Revenues » Loyalty Rewards Program
FrontRunner has introduced a Loyalty Rewards Program. Every dollar you spend with FrontRunner will give you 2% back in points. Here is a video that explains the program in more detail: *If you would like to take advantage of this program, please contact your…
SympathyNet
Companies We Partner With » SympathyNet
Funeral Webcasting allows grieving family members and friends to be part of the service no matter where they live in the world. FrontRunner software includes integration capabilities for SympathyNet. When a webcasting event is created, both systems generate an…
Webcasting
Increase Your Market Share » Webcasting
Funeral Webcasting allows grieving family members and friends to be part of the service no matter where they live in the world. FrontRunner software includes integration capabilities for SympathyNet. When a webcasting event is created, both systems generate an…
Invoices
Arranging Director » Financials » Invoices
This section of Arranging Director allows you to print invoices for any outstanding payments. Navigate to System Settings > Financials > Invoices. Check the boxes next to the invoices you wish to print and click the ‘Print Select Invoices’ button. This…
Introduction
Introduction
Welcome to the FrontRunner Professional Online Manual This is your gateway to everything you need to know while working in your system. The menu on the side lists the most common tasks associated with the system and how to access the information to create, edit,…
Google AdWords
Search Engine Optimization (SEO) » Google AdWords
More information about Google AdWords as well as Google support contacts can be found at www.google.ca/adwords and www.google.com/adwords. The key to Search Engine Optimization is creating a list of keywords that your community and potential families will type into…
Add Charitable Donations
Add / Edit / Remove a Deceased’s Record » Create a Basic Record » Add Charitable Donations
The Book of Memories offers online visitors an opportunity to make a charitable donation in the deceased’s name. This easy-to-use feature is processed through My Tribute Gift Foundation and an official tax receipt is automatically generated and issued with every…
Family Interactive
Arranging Director » Add New Client » Record Management » Family Interactive
This section of Arranging Director allows you to create the family with a login to access their loved one’s Book of Memories and the family email addresses. Open a record and navigate to Record Management > Family Interactive. Please refer to another section in…
Domain & Sub-Domain Strategies
Search Engine Optimization (SEO) » Domain & Sub-Domain Strategies
An easy and effective domain strategy incorporates search words into the URL. Don’t use domain names that are similar to the name and brand of your competitors. You may also wish to register a domain name that includes the name of your city. Example:…
Invoice Setup
Arranging Director » Data Setup » Invoice Setup
This section of Arranging Director allows you to define the text that is used with the invoice creation utility. Navigate to Arranging Director > Data Setup > Invoice Setup. Select the type of envelope used for mailing, who the invoice is signed by, and the title of…
Add / Edit / Build Forms
Management System Features » Print / Edit State, Provincial & Federal Forms » Add / Edit / Build Forms
Add a Form System Settings > Print Engine > My Forms > Add new Form Scan the form so it’s as straight as possible. Save it as a .jpg file. A pop-up will request information; the fields with a* ! *are mandatory. Name – Enter the form’s…
Timesheets
Arranging Director » Timesheets
This section of Arranging Director allows you to access and maintain all timesheet information for all employees. Navigate to Arranging Director > Timesheets. *Admins will see the following screen via their Timesheet Menu option. Timesheet Maintenance Enter the…
Print / Edit State, Provincial & Federal Forms
Management System Features » Print / Edit State, Provincial & Federal Forms
Creating, editing & printing forms is a critical component of your management responsibilities. FrontRunner’s one-write technology allows you to generate forms that automatically populate with information entered in records. Choose from the options below to find…
Your FrontRunner Desktop
Getting Started with Your System » Your FrontRunner Desktop
The Main desktop appears after login. The grey tabs across the top link to the main applications of the system and remain visible and accessible at all times. The information below covers the primary functions of left side menu items including Records, Announcements,…
Billing Options
Getting Started with Your System » Billing Options
You can access all FrontRunner billing information at any time. If you have any questions regarding an invoice or one of the policies, don’t hesitate to contact Accounting. Navigate to System Settings > Account Management. current invoices billing…
E-Commerce
Increase Your Revenues » E-Commerce
The Product Catalog module allows you to quickly generate a product page with pricing, special pricing, and more. The header and footer use a WYSIWYG editor to further help create a professional layout that can be edited and updated in seconds. The additional…
Set Account Sort Order, Last Reconciled Date and Current Balance
Arranging Director » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance » Set Account Sort Order, Last Reconciled Date and Current Balance
This section of Arranging Director allows you to set the starting balance and last reconciled date for use with account register information. Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance > Set Account Sort…
Stationery Printing
Stationery Printing
With FrontRunner’s one-write logic, creating stationery products has never been easier. Information entered in records automatically populates the various fields on all stationery items. Book of Memories Stationery Bass-Mollett Stationery Messenger…
Policies
Help Resources » Policies
All FrontRunner policies related to billing, support, and cancellation are listed below. You will also find the ULA (User License Agreement), that outlines all details related to your account with FrontRunner. If you have any questions about any of the policies,…
Additional Services
Add / Edit / Remove a Deceased’s Record » Create a Management Record » Additional Services
To incorporate additional, personalized services in the Book of Memories, click on ‘Additional Services’ in the left menu. (If that is not an option in the record, check with your Success Coach to add it.) Once the page is accessed, ‘Add New…
The Remembrance Process
Increase Your Aftercare Services » The Remembrance Process
The Remembrance Process is a step-by-step process from the time of death until the final farewell. It uses time-tested ways to help families move from grief to remembrance. *If you would like to have this added to your website, please contact your Success Coach. A…
Files
Arranging Director » Add New Client » Files
This section of Arranging Director allows you to attach files to this client record. Open a record and navigate to Client Arrangement > Files. Click on the ‘+Add A File’ button at top right. A pop-up window will appear to browse to the file (no larger…
Consultation
Add / Edit / Remove a Deceased’s Record » Create a Management Record » Consultation
Body Release Status Select whether the body has been released and is ready to be picked up. Personal Effects Personal Effects – Separate each with a comma. Clothing Special Instructions Jewellery Being Supplied. Jewellery Being Returned What and to whom…
Add a Photo
Edit / Publish Your Website » Web Page Editing » Add a Photo
Place the cursor where you would like the picture to display either on a new line (larger image) or at the beginning of a paragraph (text to wrap around a smaller image). Select the icon then the Image – Insert an Image icon. A pop-up window will appear…
The Grief Center
Increase Your Aftercare Services » The Grief Center
Thie Grief Center app provides supportive guidance on funeral planning, grief support and how others can help the bereaved. The Center is packed with more than 35 articles, tips, and important information pieces for your families. *If you would like to activate in…
Email Address(es) to Use for Obituary Communications
Arranging Director » Arranging Director Admin » Email Address(es) to Use for Obituary Communications
This section of Arranging Director allows you to setup email addresses for emailing obituaries to newspapers. Navigate to System Settings > Arranging Director Admin > Obituary Setup > Email Address(es) to Use for Obituary Communications. *Only admin users will be…
Create / Edit Your Virtual Showroom
Create / Edit Your Virtual Showroom
The Virtual Showroom allows you to showcase products and services. It can be used with a touch-screen monitor from any location in your funeral home (such as foyer, arrangement office, and selection room) or from a families home. It can be fully customized by your…
Google Analytics
Search Engine Optimization (SEO) » Google Analytics
All of your Search Engine Optimization (SEO) efforts need to be analyzed and the best tool to do so is Google Analytics. You can easily access an overview of website visits and page views to determine what areas of your website are frequented by online visitors and how…
Create Obituary/Send to Newspapers
Add / Edit / Remove a Deceased’s Record » Create a Management Record » Create Obituary/Send to Newspapers
Once your obituary / notice template is created within the system, it takes minimal effort to produce a finished product once the standard record information is entered. You can then create a notice and submit it to newspapers with only a few clicks of the…
Financial Data Editing Control Setup
Arranging Director » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance » Financial Data Editing Control Setup
This section of Arranging Director allows you to set up whether to restrict financial data editing or not. Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance > Financial Data Editing Control Setup. *Only admin users…
General Settings
Getting Started with Your System » General Settings
This page details how to define how long a record is set as current in your system and how to disable prices on our website with a single click of a button. Navigate to System Settings > System Profile > General Settings. Complete the Funeral Module…
Pre-Need Funding
Arranging Director » Add New Client » Pre-Need Funding
This section of Arranging Director allows you to add a financial transaction for a pre-need account. Open a record and navigate to Client Arrangement > Pre-Need Funding. Click on the ‘Add A PreNeed Funding Entry’ button. Enter all applicable information…
Launch a Virtual Showroom
Create / Edit Your Virtual Showroom » Launch a Virtual Showroom
Launching a showroom would be to showcase your products and services to your families. Navigate to the Kiosk tab. Select the + icon to expand the ‘My Showrooms’ category. Locate the showroom name and select the ‘Launch This Showroom’ button. A…
Submission/Email Form Page
Edit / Publish Your Website » Advanced Website Editing » Submission/Email Form Page
The Interactive Email Forms module creates forms that online visitors can complete and submit. All submissions are sent to designated email addresses. If you require a new page, refer to Create a New Page. Select the ‘Edit Content’ button at the top…
Cash Advance Maintenance – Other Payment Methods
Arranging Director » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance » Cash Advance Maintenance – Other Payment Methods
This section of Arranging Director allows you to mark cash advance items paid by anything other than a check/cheque. Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance > Cash Advance Maintenance – Other Payment…