FrontRunner Manual
Table of Contents
FrontRunner Manual
Introduction
New to the System?
~New~ Pulse Dashboard
Help Resources
Top Support Questions
Submit a Support Ticket
Policies
Support Policy
Cancellation Policy
Payment Policy
User License Agreement
Frequently Asked Questions
Training Documentation
Book of Memories Standalone
Perfect Website
WebSuite
Total Business Solution
Getting Started with Your System
Your FrontRunner Desktop
Records
Announcements
Book of Memories Settings
Global BOM Settings
Approve Photos
Approve Stories
Facebook Integration Setup
SimplyOne Account
Directory
System Profile
General Settings
Frequent Charities
Add & Edit Users in System
Databases
Product Database
Billing Options
FAQs on General Issues
Add / Edit / Remove a Deceased’s Record
Create a Basic Record
Family Login
Add a Place of Death
Add Clergy
Add Charitable Donations
Add Service Details
Add a Notice
Create a Management Record
First Call
Deceased Info
Consultation
Family Information
Military Information
Life Story
Services
Cemetery
Additional Services
Donations
Create Obituary/Send to Newspapers
Create a Book of Memories Page
Select a Theme
Add Photos
Memorial Program
Photographic Memories
Service Recording
Tributes
Insignias
Print Condolences
Book of Memories Features
FAQs on Book Of Memories
Record Settings
Add Record to Fallen Heroes Wall
Add Record to Veterans Memorial Wall
Post Your Obits to Facebook
Mobile Case Management
FAQs on Records
Edit / Publish Your Website
Web Page Editing
Add a Photo
Create a Link/Hyperlink
Add Staff Members
Add Facility Photos
Add Products
Manage Web Page Settings & Files
Organize Web Pages
Create a New Page
Page Settings
Upload a File
Advanced Website Editing
Uploading a Video
Password Protected Page
Add Business Listing
Create a Calendar
Guest Book
Frequently Asked Questions Page
Submission/Email Form Page
News/Newsletter Article Page
Open a Poll
Child Browser Module
Contest Module
Linking to Another Website
Create a Quote Builder
Site Map Module
Create a Virtual Tour
Add Live Chat
Wireframe
Publish Website
FAQs on Website
Create / Edit Your Virtual Showroom
Create a Virtual Showroom
Edit a Virtual Showroom
Launch a Virtual Showroom
Create / Edit a DVD Slideshow
FrontRunner DVT
Tukios DVT
Animoto DVT
Book of Memories Link
Manage DVD Sleeve & Label
Print DVD Sleeves & Labels
Manage Text / Prayers
Transfer to Disc / Media
Arranging Director
Add New Client
Summary
Vitals
Services
Contract
Contacts
Obituary
Account
Add Ons
Files
Pre-Need Funding
Record Management
Donation
Family Interactive
File Management
Book of Memories
Financials
Account Register
Reconcile Account
Account History
Invoices
Inventory
Products
Inv. Control
Forms
Reports
Tabular Reports
Charts & Graphs
Timesheets
Data Setup
Quick Fill & System Data
Employee Maintenance
Obituary Template
Invoice Setup
Check Setup
Pricing Setup
Package Pricing
Price List Effective Dates
MPL Vault Disclaimer
Arranging Director Admin
Contract Maintenance
Change an At Need Contract Number
Change a Preneed Contract Number
Contract Numbering Setup
Void an At Need Contract
Void a Preneed Contract
Delete an AddOn
Sales Tax Setup
Form Library Maintenance
Maintain Forms
Create GPL Template
Define Default Data Field Visibility on Client Screens
Automated Reporting Setup
Configure Automated Reporting Settings
Configure Text Message Notifications
Maintain Password and User Accounts
Inventory Control
Define Product Inventory Methods
Setup Timesheet Values
Email Address(es) to Use for Obituary Communications
Financial & Quickbooks Setup and Maintenance
Financial Data Editing Control Setup
Set Last Check or Deposit Number Used
Set Account Sort Order, Last Reconciled Date and Current Balance
Expense Category Maintenance
Edit A Transaction (includes Archived)
Cash Advance Maintenance – Other Payment Methods
Management System Features
Print / Edit State, Provincial & Federal Forms
Add / Edit / Build Forms
Print Forms
FAQs on Forms
Generate/Edit a Family Contract
QuickBooks Integration
Other Management Features
Basic Reporting
Custom Fields
Multi-Location
Scheduler
API Sync
FAQ’s on Management
Stationery Printing
Book of Memories Stationery
Bass-Mollett Stationery
Precious Memories
Precious Memories – Beta
Reflections of Life
Reflections of Life Interior Pages
Bass-Mollett Stationery Ordering
Messenger Stationery
W.L. Smith Stationery
FAQs on Stationery
Search Engine Optimization (SEO)
FrontRunner Website Settings
Google AdWords
Google Analytics
Google Places
Google+
Domain & Sub-Domain Strategies
Search Engine Strategies
Search Engine Submission Options
Social Media Tips
Increase Your Revenues
Loyalty Rewards Program
Memorial Candles
FAQs on Memorial Candles for the Funeral Home
FAQs on Memorial Candles for the Purchaser
E-Commerce
Staples
Sympathy Cards
ConsumerSide
Increase Your Aftercare Services
365 Days of Healing Email Program
52 Weekly Tip Email Program
AfterLoss Subscription Program
The Grief Center
The Remembrance Process
Download as PDF
This topic is not available yet for reading.