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Change a Preneed Contract Number
Arranging Director » Arranging Director Admin » Contract Maintenance » Change a Preneed Contract Number
This section of Arranging Director allows you to update any existing pre-need contract numbers. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Change a Preneed Contract Number. *Only admin users will be able to access this area of the…
Change an At Need Contract Number
Arranging Director » Arranging Director Admin » Contract Maintenance » Change an At Need Contract Number
This section of Arranging Director allows you to update any existing at-need contract numbers. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Change an At Need Contract Number. *Only admin users will be able to access this area of the…
Contract
Arranging Director » Add New Client » Contract
This section of Arranging Director allows you to add products and services for the contract. Open a record and navigate to Client Arrangement > Contract. *All information contained within the dropdown menus of the Contract page has been entered in the system’s…
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…
Contract Numbering Setup
Arranging Director » Arranging Director Admin » Contract Maintenance » Contract Numbering Setup
This section of Arranging Director allows you to setup your contract number. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Contract Numbering Setup. *Only admin users will be able to access this area of the system. Enter your At…
Void a Preneed Contract
Arranging Director » Arranging Director Admin » Contract Maintenance » Void a Preneed Contract
This section of Arranging Director allows you to void an pre-need contract. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Void a Preneed Contract. *Only admin users will be able to access this area of the system. Use the dropdown…
Void an At Need Contract
Arranging Director » Arranging Director Admin » Contract Maintenance » Void an At Need Contract
This section of Arranging Director allows you to void an at-need contract. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Void an At Need Contract. *Only admin users will be able to access this area of the system. Use the dropdown…
Generate/Edit a Family Contract
Management System Features » Generate/Edit a Family Contract
Once a contract is built within the FrontRunner system, customizing it for each record takes minutes with minimal effort. Our one-write technology saves you time and allows you to quickly generate and print professional documents to present to your families. …
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…
Account
Arranging Director » Add New Client » Account
This section of Arranging Director summarizes the contract pricing, incorporating adjustments, discounts, and refunds. Open a record and navigate to Client Arrangement > Account. If, for example, a payment is made to this account, click the ‘Add An…
Add Ons
Arranging Director » Add New Client » Add Ons
This section of Arranging Director allows you to create another contract for this client record. Open a record and navigate to Client Arrangement > Add Ons. All Add Ons will be displayed. To create a new one, click on the ‘Enter A New Add On’…
Tributes
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Tributes
This section allows easy access to view, edit, and delete: Memorial Candles Condolences Shared Stories Donations Memorial Trees Every record contains this section, which allows your firm to make any necessary corrections for online visitors. Click on Edit for…
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…
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…
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,…
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…
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…
Mobile Case Management
Add / Edit / Remove a Deceased’s Record » Mobile Case Management
Whether controlled on a smaller cell phone screen or a larger screen such as an iPad or tablet, the Mobile Manager uses responsive technology that auto-adjusts its sizing to be highly functional on any sized device. Some of the features include the ability to add new…
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…
Add Photos
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Add Photos
It’s recommended that at least one photo is added to the Book of Memories; it will be displayed on your website’s home page and in the top banner of the Book of Memories. More photos can be added to each record and can then rotate within the top banner of…
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…
Add New Client
Arranging Director » Add New Client
There are two ways to add a new client using the Arranging Director. From the top menu, choose one of the following: Arranging Director > Clients > Add New Client. Main > Records > Add a New Record (button at top right of screen will direct you to Add New…
Total Business Solution
Help Resources » Training Documentation » Total Business Solution
Below is 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 bookmark this page for future…
Arranging Director
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…
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…
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,…
Package Pricing
Arranging Director » Pricing Setup » Package Pricing
This section of Arranging Director allows you to create a list of packages for your contracts. Navigate to Arranging Director > Pricing Setup > Package Pricing. The values defined in your frequently used service types or packages are automatically filled in on the…
Basic Reporting
Management System Features » Other Management Features » Basic Reporting
Management > Reporting Tools > Statistics Use the search bar or browse through the pages to find a particular report. Select View. Filter the report based on date or use the eraser to delete the current date range. Once the report loads, there are four viewing…
Delete an AddOn
Arranging Director » Arranging Director Admin » Contract Maintenance » Delete an AddOn
This section of Arranging Director allows you to void an add-on item. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Delete an AddOn. *Only admin users will be able to access this area of the system. Use the dropdown to select the…
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…
Family Login
Add / Edit / Remove a Deceased’s Record » Create a Basic Record » Family Login
More and more families are taking ownership of their loved one’s Book of Memories and appreciate the opportunity to connect and engage with family and friends using these online tools. Family Interactive Edition The system automatically generates a Family…
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…
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…
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…
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…
Contacts
Arranging Director » Add New Client » Contacts
This section of Arranging Director allows you to add information for necessary contacts. Open a record and navigate to Client Arrangement > Contacts. The main page provides fields for additional information as it relates to survivors, preceded, and pallbearers.…
Quick Fill & System Data
Arranging Director » Data Setup » Quick Fill & System Data
This section of Arranging Director allows you to complete a text of values to help speed up data entry. Navigate to Arranging Director > Data Setup > Quick Fill & System Data. Quick Fill Data Categories Add items to a pick list. Within a client record, the pick…
Account Register
Arranging Director » Financials » Account Register
This section of Arranging Director allows you to enter, delete, edit, print and view the details of your checks and deposits. Navigate to Arranging Director > Financials > Account Register. Adding checks and deposits are self-explanatory for the most part. Adding…
Sales Tax Setup
Arranging Director » Arranging Director Admin » Contract Maintenance » Sales Tax Setup
This section of Arranging Director allows you to setup your sales tax. Navigate to System Settings > Arranging Director Admin > Contract Maintenance > Sales Tax Setup. *Only admin users will be able to access this area of the system. Enter your current sales tax…
Services
Arranging Director » Add New Client » Services
This section of Arranging Director allows you to enter all the service information. Open a record and navigate to Client Arrangement > Services. Client Service Information Fill in all applicable fields. Many of the sections on this page contain a location field. If…
Charts & Graphs
Arranging Director » Reports » Charts & Graphs
This section of Arranging Director allows you to view from a selection of charts and graphs. Navigate to Arranging Director > Reports > Charts & Graphs. The first screen that appears is an overview screen. The dates default to the last twelve months. You may change…
Summary
Arranging Director » Add New Client » Summary
This section of Arranging Director provides an overview of the service information, vitals information, payment information, notes from staff, quick printing of forms, and a check list. Open a record and navigate to Client Arrangement > Summary. Click on…
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,…
Select a Theme
Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Select a Theme
You can choose from dozens of themes to apply to a Book of Memories. The themes have been created to capture various interests and hobbies that will allow you to further personalize each online tribute. Once a category is selected, the corresponding themes within…
Inv. Control
Arranging Director » Inventory » Inv. Control
This section of Arranging Director allows you to setup your products. Navigate to System Settings > Inventory > Inventory Control. This screen shows you a list of you Product Catalog and the current count in inventory for each product. This is the main control…
Configure Automated Reporting Settings
Arranging Director » Arranging Director Admin » Automated Reporting Setup » Configure Automated Reporting Settings
This section of Arranging Director allows your to automatically run and email sales and payment reports to a designated email addresses. Navigate to System Settings > Arranging Director Admin > Automated Reporting Setup > Configure Automated Reporting Settings. *Only…
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…
Book of Memories Stationery
Stationery Printing » Book of Memories Stationery
Navigate to your Main tab and open a record. Navigate to Print Engine > Stationery > Select > Book of Memories. Building your Stationery Choose the Book of Memories theme to print. To view a larger image of the Theme, click on Quick Look Check which items to…
FAQs on Website
Edit / Publish Your Website » FAQs on Website
Below are a list of common questions regarding the website. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: The changes I made to the website aren’t showing up. What did I…
Precious Memories
Stationery Printing » Bass-Mollett Stationery » Precious Memories
Navigate to your Main tab and open a record. Navigate to Print Engine > Stationery > Select > Bass-Mollett Precious Memories. Choose a Design: Select the theme design to print. Check which items to print, preview, or modify. You may select multiple items > Click…
Reflections of Life
Stationery Printing » Bass-Mollett Stationery » Reflections of Life
Navigate to your Main tab and open a record. Navigate to Print Engine > Stationery > Select > Bass-Mollett Reflections of Life. Choose a Design: Select the theme design to print. Choose your Stationery: Check which items to print, preview, or modify. You may…
Reflections of Life Interior Pages
Stationery Printing » Bass-Mollett Stationery » Reflections of Life Interior Pages
Navigate to your Main tab and open a record. Navigate to Print Engine > Stationery > Select > Bass-Mollett Precious Memories. Choose a Design: Select the theme design to print. Check which items to print, preview, or modify. You may select multiple items > Click…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Child Browser Module
Edit / Publish Your Website » Advanced Website Editing » Child Browser Module
A Child Browser module automatically creates a page that lists all of the secondary or ‘child’ pages of the current ‘parent’ page. *FrontRunner has created a new and improved way of displaying child pages. For more information, please contact…
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…
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.…
Post Your Obits to Facebook
Add / Edit / Remove a Deceased’s Record » Post Your Obits to Facebook
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.…
Wireframe
Edit / Publish Your Website » Wireframe
The following describes all possible widgets installed on a wireframe website system. The home page settings are listed first and the child browser page settings can be found at the bottom of this page. The key to editing content on the home page is to locate in…
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…
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…
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.…
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…
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…
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…
Reports
Arranging Director » Reports
This section of Arranging Director allows you to view from a selection of tabular reports, charts and graphs. Navigate to Arranging Director > Reports. Tabular Reports Charts & Graphs ← Forms Tabular Reports →
Organize Web Pages
Edit / Publish Your Website » Manage Web Page Settings & Files » Organize Web Pages
Create, move, rename, re-parent or delete web pages. The website navigation can be restructured within minutes. Navigate to Website > Manage > Site Map. The Site Map is presented in a tree style layout. All pages contained within the menus across the top or…
Edit / Publish Your Website
Edit / Publish Your Website
You can access the administration of your website at any time to add, edit, and delete content; rename, hide, or move pages; and update your messaging and links for online visitors. Changes can be made and published quickly. Navigate to your Website tab in the top…
Account History
Arranging Director » Financials » Account History
This section of Arranging Director shows all uncleared transactions and any transaction less than two months old. Navigate to System Settings > Financials > Account History. You can view the details of each transaction and perform a flexible search for a particular…
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…
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…
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…
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…
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…
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…
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…
Frequently Asked Questions Page
Edit / Publish Your Website » Advanced Website Editing » Frequently Asked Questions Page
The Frequently Asked Questions module creates a professionally formatted questions and answers page. If you require a new page, refer to Create a New Page. Select the ‘Edit Content’ button. New – Add a new question and answer. Edit –…
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…
Add Products
Edit / Publish Your Website » Web Page Editing » Add Products
The Integrated Product Catalog displays products added to the Product Database. Various products are pre-loaded into the system but more items can be added at any time. Navigate to a product page on your website. If you require a new page, refer to Create a New…
Configure GPL
Increase Your Market Share » Quote Builder » Configure GPL
Once a New GPL is created and products are added into the system, return to the Quote Builders page (System Settings > Catalogs > Quote Builder GPL) and choose the corresponding Configure option. Add Categories Choose the Configure option for the General Price List…
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…
Add / Edit / Remove a Deceased’s Record
Add / Edit / Remove a Deceased’s Record
The information listed below will allow you to create a record, push it to your website, and automatically create a Book of Memories. A Basic Record includes most of the information that is required for the online tribute. (Once the basic record is created, navigate to…
Create a Link/Hyperlink
Edit / Publish Your Website » Web Page Editing » Create a Link/Hyperlink
It only takes a few seconds to create a hyperlink to another page on your website, an external website or email address, or a file. Highlight text or a graphic to link and click on the Link icon in menu: A pop-up window will open. Choose from one of the link…
Obituary Notifications
Increase Your Market Share » Obituary Notifications
The Website Obit Notification app allows online visitors who are interested to receive funeral service notifications when new obituaries are posted. They can sign up by entering their email address and submitting. *If you would like to activate in your website,…
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…
Reconcile Account
Arranging Director » Financials » Reconcile Account
This section of Arranging Director allows you to reconcile or balance your account. Navigate to System Settings > Financials > Reconcile Account. When you choose to reconcile, or balance, your account you will be presented with the following screen: Select…
Donations
Add / Edit / Remove a Deceased’s Record » Create a Management Record » Donations
These fields will be populated if information was entered in the Consultation fields. There are three donations options: Family Preferred Charities: Select from Frequent List: Once list is built, click the ‘Add to Preferred Charities’ to select for…
Print DVD Sleeves & Labels
Create / Edit a DVD Slideshow » Animoto DVT » Print DVD Sleeves & Labels
Open a Record > Printing > DVD Sleeves and Label. Here you will find a list of sleeves and labels. If there is no sleeve/label listed that you want to print, you will need to first build the sleeve/label. Step #1 – Select the Preview button beside the…
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…