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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,…

Contract Maintenance

Arranging Director » Arranging Director Admin » Contract Maintenance

This section of Arranging Director allows you to setup contract items. Navigate to System Settings > Arranging Director Admin > Contract Maintenance. *Only admin users will be able to access this area of the system. Change an At Need Contract Number Change a…

Arranging Director Admin

Arranging Director » Arranging Director Admin

This section of Arranging Director allows you to access the admin settings. Navigate to System Settings > Arranging Director Admin. *Only admin users will be able to access this area of the system. Contract Maintenance Change an At Need Contract Number Change a…

Announcements

Getting Started with Your System » Your FrontRunner Desktop » Announcements

Check out the latest announcements from FrontRunner Professional. Navigate to Main > Announcements. When an announcement is selected, a pop-up window provides three options: Previous – will go to the previous message Archive Message – will save…

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…

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…

Record Management

Arranging Director » Add New Client » Record Management

This section of Arranging Director allows you to manage donations, edit the family login information, and set the file number, publish status, and current/past settings. Open a record and navigate to Record Management. Donations Family Interactive File…

Products

Arranging Director » Inventory » Products

This section of Arranging Director allows you to setup your products. Navigate to System Settings > Inventory > Products. Please refer to another section in our manual called Product Database for information on how to use the feature. ← Inventory Inv. Control…

Record Settings

Add / Edit / Remove a Deceased’s Record » Record Settings

Records can be edited or deleted at any time. The Edit Record Settings buttons is visible once a record is open in Web Details. There are multiple options: Post to Facebook: If your firm has a Facebook account and the set up is complete, the app can be…

Donation

Arranging Director » Add New Client » Record Management » Donation

This section of Arranging Director allows you to set up the charities for a record. Open a record and navigate to Record Management > Donations. Please refer to another section in our manual called Add Charitable Donations for information on how to use the…

New to the System?

If you’re new to FrontRunner and require a few quick tips to get you started on the main components of the system, the information below will help. Login to Your System Go to your website and click on Admin in footer of site (or enter the URL – ending…

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…

Book of Memories

Arranging Director » Add New Client » Book of Memories

This section of Arranging Director will help your firm learn how to personalize each Book of Memories and explain to families how the features work. Open a record and navigate to Book of Memories. Please refer to another section in our manual called Book of Memories…

Testimonials

Increase Your Market Share » Testimonials

What better way to demonstrate the excellence in service that your firm provides to the families in your community. Once you have the Testimonials app, you have the ability to add these yourself. Navigate to your Website tab, which will take you to the home page.…

Create a Quote Builder

Edit / Publish Your Website » Advanced Website Editing » Create a Quote Builder

The Quote Builder module generates a professional price outline for any product or service offered. The module automatically calculates the total for online visitors. *FrontRunner has created a new and improved app for creating a quote builder. For more information,…

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…

Quote Builder

Increase Your Market Share » Quote Builder

Arrange and Pre-Arrange Quote Builder – General Price List The FrontRunner Quote Builder is an excellent tool to attract more families to your door. Online visitors appreciate the ability to build their funeral package with select services and merchandise, and…

Vitals

Arranging Director » Add New Client » Vitals

This section of Arranging Director provides all the vital information of the deceased. Open a record and navigate to Client Arrangement > Vitals. *All information contained within the drop-downs is drawn from the Quickfill & System Data section of your system. Once…

Upload a File

Edit / Publish Your Website » Manage Web Page Settings & Files » Upload a File

Upload any file such as Word or PDF documents to your website. Navigate to Website > Manage > Files. Select one of the Browse buttons to upload a file / document (jpg gif pdf etc.). Locate the file on your computer and click Open. (When uploading video files,…

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…

Bass-Mollett Stationery Ordering

Stationery Printing » Bass-Mollett Stationery » Bass-Mollett Stationery Ordering

Navigate to the Main tab and open a record. Navigate to Print Engine > Stationery Ordering > Bass-Mollett Stationery Ordering. Select a category. Select a product. Add to Cart – Enter the Quantity and then ‘Add to Cart’. Check Billing…

Publish Website

Edit / Publish Your Website » Publish Website

Navigate to Website > Publish. In order for the changes made to the website to be visible to online visitors, the site must be published. !Note: If your website is not live, publishing changes will NOT push your website live. Select Publish at top right…

Arranging Director

The features within the Arranging Director section are for those using the full management system. Search for clients or import your first calls from either ProComm or ASD. In the Main menu at the top of your system, select Arranging Director. The first page to open…

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…

Create a Basic Record

Add / Edit / Remove a Deceased’s Record » Create a Basic Record

A Basic Record includes most of the information that is required for the online tribute. Once it’s created, the information can be accessed on the website and the Book of Memories. Create a Record Navigate to Main > Records. Hover over the ‘Add a…

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 / 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…

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…

First Call

Add / Edit / Remove a Deceased’s Record » Create a Management Record » First Call

Fill in all applicable information. FrontRunner’s one-write technology will push content to corresponding locations throughout the system. Deceased Information Branch – If more than one location, select which branch is managing the service. Salutation,…

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…

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 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…

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…