Customers - Revision history

Cims wiki: /* Changing a customer's name */

2026-06-30T16:50:39Z

Changing a customer's name

← Older revision		Revision as of 16:50, 30 June 2026
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	===Changing a customer's name===		===Changing a customer's name===
	Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.		Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.

			If a customer's name genuinely did change, such as a change of name with marriage, proceed. Likewise, if the name has a typo, correct it.

	Many cemeteries have "Unknown, Unknown" customer records that own many spaces. This is often done when we import data for you and it is unclear who owns a space. If your cemetery needs to add an owner to a space owned by "Unknown, Unknown", make a new customer record instead of changing the name.		Many cemeteries have "Unknown, Unknown" customer records that own many spaces. This is often done when we import data for you and it is unclear who owns a space. If your cemetery needs to add an owner to a space owned by "Unknown, Unknown", make a new customer record instead of changing the name.

Cims wiki at 21:58, 24 June 2026

2026-06-24T21:58:51Z

← Older revision		Revision as of 21:58, 24 June 2026
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	==Avoiding duplicate customer records ==		==Avoiding duplicate customer records==
	[[File:Multiple customer records for one individual should be avoided.jpg\|thumb\|300x300px\|A person should only have one customer record. Look how unhappy this person is with 3 customer records!]]		[[File:Multiple customer records for one individual should be avoided.jpg\|thumb\|300x300px\|A person should only have one customer record. Look how unhappy this person is with 3 customer records!]]
	Do not create duplicate customer records! This is when one individual has multiple customer records. Let's talk about how to avoid this common problem.		Do not create duplicate customer records! This is when one individual has multiple customer records. Let's talk about how to avoid this common problem.
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	<br><br>		<br><br>

	==Editing a customer record ==		==Editing a customer record==
	[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]		[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]
	First, find your customer record. There are 2 main ways to do this:		First, find your customer record. There are 2 main ways to do this:
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	<br><br>		<br><br>

	==Companies as customers ==		==Companies as customers==
	[[File:Customer records for companies.png\|thumb\|560x560px\|Creating customer records for companies.]]		[[File:Customer records for companies.png\|thumb\|560x560px\|Creating customer records for companies.]]
	CIMS allows you to add companies as customers. A company might be a third-party vendor or a trust fund. You could also use this feature more generally when you need to add a generic customer record, like "Williams family" when you know a family owns a space, but aren't sure which member specifically owns it. If your cemetery has spaces owned by a county or governmental organization, you could create a company called "Henderson County", or "Hudson Township", or so on.		CIMS allows you to add companies as customers. A company might be a third-party vendor or a trust fund. You could also use this feature more generally when you need to add a generic customer record, like "Williams family" when you know a family owns a space, but aren't sure which member specifically owns it. If your cemetery has spaces owned by a county or governmental organization, you could create a company called "Henderson County", or "Hudson Township", or so on.

Cims wiki at 15:42, 15 May 2026

2026-05-15T15:42:33Z

← Older revision		Revision as of 15:42, 15 May 2026
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	For couples, each partner should have their own customer record, for a total of 2 records per couple.		For couples, each partner should have their own customer record, for a total of 2 records per couple.

	<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/~~TwCRfX46-n4~~ Customers & customer records]</span></span></span>		<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/ufTOCnWYvVw Customers & customer records]</span></span></span>

	<br>		<br>
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	Next, a popup will appear. The only fields that are required to create a customer record are the first and last names. If you have it, we recommend filling in the birth date so as to avoid confusion if someone else in the cemetery has the same name. When you have filled in the information you would like, click "Create" in the lower-right corner of the popup.		Next, a popup will appear. The only fields that are required to create a customer record are the first and last names. If you have it, we recommend filling in the birth date so as to avoid confusion if someone else in the cemetery has the same name. When you have filled in the information you would like, click "Create" in the lower-right corner of the popup.

	<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/~~TwCRfX46-n4~~?t=77 Creating a customer record]</span></span></span>		<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/ufTOCnWYvVw?t=77 Creating a customer record]</span></span></span>

	<div style="clear:both;"></div>		<div style="clear:both;"></div>
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	To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.		To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.

	<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/~~TwCRfX46-n4~~?t=309 Editing a customer record]</span></span></span>		<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/ufTOCnWYvVw?t=309 Editing a customer record]</span></span></span>

	===Changing a customer's name===		===Changing a customer's name===

Cims wiki: /* Editing a customer record */

2026-03-12T20:20:10Z

Editing a customer record

← Older revision		Revision as of 20:20, 12 March 2026
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	#Use the [[Searching#The most useful search: Customer searches\|customer search]]		#Use the [[Searching#The most useful search: Customer searches\|customer search]]
	# Next to a last name lookup field, click the blue '''i''' button next to a name of the person whose record you would like to edit.		# Next to a last name lookup field, click the blue '''i''' button next to a name of the person whose record you would like to edit.


	A popup will open with their information. Make any changes you would like, then click "Update" in the lower-right corner of the popup to save them.		A popup will open with their information. Make any changes you would like, then click "Update" in the lower-right corner of the popup to save them.

Cims wiki: /* Editing a customer record */

2026-03-12T20:20:00Z

Editing a customer record

← Older revision		Revision as of 20:20, 12 March 2026
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	To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.		To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.

			<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/TwCRfX46-n4?t=309 Editing a customer record]</span></span></span>

	===Changing a customer's name===		===Changing a customer's name===

Cims wiki: /* Creating a customer record */

2026-03-12T20:17:15Z

Creating a customer record

← Older revision		Revision as of 20:17, 12 March 2026
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	Next, a popup will appear. The only fields that are required to create a customer record are the first and last names. If you have it, we recommend filling in the birth date so as to avoid confusion if someone else in the cemetery has the same name. When you have filled in the information you would like, click "Create" in the lower-right corner of the popup.		Next, a popup will appear. The only fields that are required to create a customer record are the first and last names. If you have it, we recommend filling in the birth date so as to avoid confusion if someone else in the cemetery has the same name. When you have filled in the information you would like, click "Create" in the lower-right corner of the popup.

			<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/TwCRfX46-n4?t=77 Creating a customer record]</span></span></span>

	<div style="clear:both;"></div>		<div style="clear:both;"></div>
	<br><br>		<br><br>

Cims wiki: /* Customer basics */

2026-03-12T20:16:09Z

Customer basics

← Older revision		Revision as of 20:16, 12 March 2026
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	===What about married couples?===		===What about married couples?===
	For couples, each partner should have their own customer record, for a total of 2 records per couple.<br>		For couples, each partner should have their own customer record, for a total of 2 records per couple.

			<span style="border:2px solid #f2f2ce;padding:10px;border-radius:5px;background-color:#ffffeb;margin:15px 0px;display:inline-block;"><span style="display:flex;gap:10px;align-items: center"><span style="font-size: 24px">🎬</span><span>'''Watch a video!''' [https://youtu.be/TwCRfX46-n4 Customers & customer records]</span></span></span>

			<br>
	<br><br>		<br><br>

	==Avoiding duplicate customer records==
			==Avoiding duplicate customer records ==
	[[File:Multiple customer records for one individual should be avoided.jpg\|thumb\|300x300px\|A person should only have one customer record. Look how unhappy this person is with 3 customer records!]]		[[File:Multiple customer records for one individual should be avoided.jpg\|thumb\|300x300px\|A person should only have one customer record. Look how unhappy this person is with 3 customer records!]]
	Do not create duplicate customer records! This is when one individual has multiple customer records. Let's talk about how to avoid this common problem.		Do not create duplicate customer records! This is when one individual has multiple customer records. Let's talk about how to avoid this common problem.
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	</gallery><div style="clear:both;"></div>		</gallery><div style="clear:both;"></div>

	==Creating a customer record ==		==Creating a customer record==
	[[File:The add new customer button.png\|thumb\|Outlined in red is the "Add new" customer button. '''Note that we have searched for the last name in our database first!''']]		[[File:The add new customer button.png\|thumb\|Outlined in red is the "Add new" customer button. '''Note that we have searched for the last name in our database first!''']]
	There are 2 main ways to create a customer record:		There are 2 main ways to create a customer record:

	# '''From the Search tab'''		#'''From the Search tab'''
	#* Open the left-hand flyout and click on the "Search" tab. Choose the type "Customers". Click on the green "New customer" button.		#*Open the left-hand flyout and click on the "Search" tab. Choose the type "Customers". Click on the green "New customer" button.
	#'''From a "last name lookup" field'''		#'''From a "last name lookup" field'''
	#*		#*
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	<br><br>		<br><br>

	==Editing a customer record==		==Editing a customer record ==
	[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]		[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]
	First, find your customer record. There are 2 main ways to do this:		First, find your customer record. There are 2 main ways to do this:

	#Use the [[Searching#The most useful search: Customer searches\|customer search]]		#Use the [[Searching#The most useful search: Customer searches\|customer search]]
	#Next to a last name lookup field, click the blue '''i''' button next to a name of the person whose record you would like to edit.		# Next to a last name lookup field, click the blue '''i''' button next to a name of the person whose record you would like to edit.


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	To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.		To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.

	===Changing a customer's name ===		===Changing a customer's name===
	Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.		Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.

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	<br><br>		<br><br>

	==Merging customer records==		== Merging customer records==

	Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.		Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.
	====To merge 2 customer records:====		==== To merge 2 customer records:====

	*Open one of the customer records in question (it doesn't matter which you choose).		*Open one of the customer records in question (it doesn't matter which you choose).
	*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.		*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.
	*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.		*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.
	* From the list of results, click on the result you want to merge with.		*From the list of results, click on the result you want to merge with.
	*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.		*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.
	*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.		*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.
	*That's it! Where previously you had two customer records, they are now merged into one.		* That's it! Where previously you had two customer records, they are now merged into one.

	If you have a customer with many customer records, repeat the above steps as necessary.		If you have a customer with many customer records, repeat the above steps as necessary.
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	*Click the green "Add" button.		*Click the green "Add" button.
	*Next, fill in the relationships between these individuals. If a relationship is missing from the dropdown, use the navy blue plus button to add it to your database.		*Next, fill in the relationships between these individuals. If a relationship is missing from the dropdown, use the navy blue plus button to add it to your database.
	**"NOK" is short for next-of-kin. You may wish to designate a contact as being a customer's next-of-kin.		** "NOK" is short for next-of-kin. You may wish to designate a contact as being a customer's next-of-kin.
	*Click "Save contact".		*Click "Save contact".
	*This contact now exists for both customer records.		*This contact now exists for both customer records.
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	<br><br>		<br><br>

	==Companies as customers==		==Companies as customers ==
	[[File:Customer records for companies.png\|thumb\|560x560px\|Creating customer records for companies.]]		[[File:Customer records for companies.png\|thumb\|560x560px\|Creating customer records for companies.]]
	CIMS allows you to add companies as customers. A company might be a third-party vendor or a trust fund. You could also use this feature more generally when you need to add a generic customer record, like "Williams family" when you know a family owns a space, but aren't sure which member specifically owns it. If your cemetery has spaces owned by a county or governmental organization, you could create a company called "Henderson County", or "Hudson Township", or so on.		CIMS allows you to add companies as customers. A company might be a third-party vendor or a trust fund. You could also use this feature more generally when you need to add a generic customer record, like "Williams family" when you know a family owns a space, but aren't sure which member specifically owns it. If your cemetery has spaces owned by a county or governmental organization, you could create a company called "Henderson County", or "Hudson Township", or so on.

Cims wiki: /* Recording a date of death */

2026-03-04T03:15:34Z

Recording a date of death

← Older revision		Revision as of 03:15, 4 March 2026
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	To record a person's date of death in CIMS, you will need to specify it in their customer record. This is different from the date of burial, which can be found in the "Burial" tab of the right-hand flyout.		To record a person's date of death in CIMS, you will need to specify it in their customer record. This is different from the date of burial, which can be found in the "Burial" tab of the right-hand flyout.

	To record a date of death, first, open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records). Scroll down to the "Deceased" section and fill in the "Death date" field. Click "Update" if you are updating a customer record, or "Create" if this is a new one.		To record a date of death, first, open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records). Scroll down to the "Deceased" section and fill in the "Death date" field. Click the green "Update" button if you are updating a customer record, or the green "Create" button if this is a new one.

	<div style="clear:both;"></div>		<div style="clear:both;"></div>
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	To indicate that a customer is a veteran, you will first need to open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records).		To indicate that a customer is a veteran, you will first need to open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records).

	Scroll down to the bottom of their customer information to the "Veteran" section. Click the checkbox next to "Veteran" to mark this person as a veteran. Other fields, like the war they were in, their branch of service, rank, etc., are all optional. Click the green "Update" button ~~to save your changes~~.		Scroll down to the bottom of their customer information to the "Veteran" section. Click the checkbox next to "Veteran" to mark this person as a veteran. Other fields, like the war they were in, their branch of service, rank, etc., are all optional. Click the green "Update" button if you are updating a customer record, or the green "Create" button if this is a new one.

	<div style="clear:both;"></div>		<div style="clear:both;"></div>

Cims wiki at 03:14, 4 March 2026

2026-03-04T03:14:44Z

← Older revision		Revision as of 03:14, 4 March 2026
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	[[Customers#Editing a customer record\|Editing a customer record]]		[[Customers#Editing a customer record\|Editing a customer record]]

			[[Customers#Recording a date of death\|Recording a date of death]]

	[[Customers#Marking a customer as a veteran\|Marking a customer as a veteran]]		[[Customers#Marking a customer as a veteran\|Marking a customer as a veteran]]
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	[[File:Customer records illustration.jpg\|thumb\|490x490px\|Each person who interacts with your cemetery should have a customer record. They might be a space owner, cemetery employee, marker vendor, or even an interred pet.]]		[[File:Customer records illustration.jpg\|thumb\|490x490px\|Each person who interacts with your cemetery should have a customer record. They might be a space owner, cemetery employee, marker vendor, or even an interred pet.]]

	==Customer basics ==		==Customer basics==

	===Who is a customer?===		===Who is a customer?===
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	</gallery><div style="clear:both;"></div>		</gallery><div style="clear:both;"></div>

	==Creating a customer record==		==Creating a customer record ==
	[[File:The add new customer button.png\|thumb\|Outlined in red is the "Add new" customer button. '''Note that we have searched for the last name in our database first!''']]		[[File:The add new customer button.png\|thumb\|Outlined in red is the "Add new" customer button. '''Note that we have searched for the last name in our database first!''']]
	There are 2 main ways to create a customer record:		There are 2 main ways to create a customer record:

	#'''From the Search tab'''		# '''From the Search tab'''
	#*Open the left-hand flyout and click on the "Search" tab. Choose the type "Customers". Click on the green "New customer" button.		#* Open the left-hand flyout and click on the "Search" tab. Choose the type "Customers". Click on the green "New customer" button.
	#'''From a "last name lookup" field'''		#'''From a "last name lookup" field'''
	#*		#*
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	<br><br>		<br><br>

	==Editing a customer record ==		==Editing a customer record==
	[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]		[[File:Open a customer record from a last name lookup field.png\|frame\|Click the blue '''i''' button next to a name to open their customer record ]]
	First, find your customer record. There are 2 main ways to do this:		First, find your customer record. There are 2 main ways to do this:
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	To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.		To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.

	===Changing a customer's name===		===Changing a customer's name ===
	Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.		Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.

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	<br><br>		<br><br>

			==Recording a date of death==
			[[File:Deceased section of a customer record.png\|thumb\|551x551px\|Enter in a customer's date of death in the "Deceased" section.]]
			To record a person's date of death in CIMS, you will need to specify it in their customer record. This is different from the date of burial, which can be found in the "Burial" tab of the right-hand flyout.

			To record a date of death, first, open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records). Scroll down to the "Deceased" section and fill in the "Death date" field. Click "Update" if you are updating a customer record, or "Create" if this is a new one.

			<div style="clear:both;"></div>
			<br><br>

	==Marking a customer as a veteran ==		==Marking a customer as a veteran==
	[[File:Customer record veteran information.png\|thumb\|543x543px\|Veteran information can be found at the bottom of a customer's information. A checked "Veteran" checkbox indicates that this customer is a veteran.]]		[[File:Customer record veteran information.png\|thumb\|543x543px\|Veteran information can be found at the bottom of a customer's information. A checked "Veteran" checkbox indicates that this customer is a veteran.]]
	To indicate that a customer is a veteran, you will first need to open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records).		To indicate that a customer is a veteran, you will first need to open their customer record (read the above [[Customers#Editing a customer record\|editing a customer record]] to learn how to find customer records).

	Scroll down to the bottom of their customer information. Click the checkbox next to "Veteran" to mark this person as a veteran. Other fields, like the war they were in, their branch of service, rank, etc., are all optional. Click the green "Update" button to save your changes.		Scroll down to the bottom of their customer information to the "Veteran" section. Click the checkbox next to "Veteran" to mark this person as a veteran. Other fields, like the war they were in, their branch of service, rank, etc., are all optional. Click the green "Update" button to save your changes.

	<div style="clear:both;"></div>		<div style="clear:both;"></div>
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	Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.		Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.
	==== To merge 2 customer records:====		====To merge 2 customer records:====

	* Open one of the customer records in question (it doesn't matter which you choose).		*Open one of the customer records in question (it doesn't matter which you choose).
	*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.		*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.
	*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.		*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.
	*From the list of results, click on the result you want to merge with.		* From the list of results, click on the result you want to merge with.
	*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.		*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.
	*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.		*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.
	* That's it! Where previously you had two customer records, they are now merged into one.		*That's it! Where previously you had two customer records, they are now merged into one.

	If you have a customer with many customer records, repeat the above steps as necessary.		If you have a customer with many customer records, repeat the above steps as necessary.

Cims wiki: /* Editing a customer record */

2025-03-26T18:53:36Z

Editing a customer record

← Older revision		Revision as of 18:53, 26 March 2025
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	To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.		To delete a customer record, click the red "Delete" button in the lower-left corner of the popup.

			===Changing a customer's name===
			Be careful when changing the name of a customer record! It may have unintended consequences. When in doubt, create a new customer record.

			Many cemeteries have "Unknown, Unknown" customer records that own many spaces. This is often done when we import data for you and it is unclear who owns a space. If your cemetery needs to add an owner to a space owned by "Unknown, Unknown", make a new customer record instead of changing the name.

			<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Think twice before changing the name of a customer!</span>

	<div style="clear:both;"></div>		<div style="clear:both;"></div>
	<br><br>		<br><br>


	==Marking a customer as a veteran ==		==Marking a customer as a veteran ==
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	<br><br>		<br><br>

	==Searching for customers ==		==Searching for customers==
	Searching for customers can easily be done in the left-hand flyout, where we have a tab dedicated to searching not just for customers, but also for deeds, spaces, and more. See [[Searching#The most useful search: Customer searches\|the Search page]] for more information.		Searching for customers can easily be done in the left-hand flyout, where we have a tab dedicated to searching not just for customers, but also for deeds, spaces, and more. See [[Searching#The most useful search: Customer searches\|the Search page]] for more information.
	<div style="clear:both;"></div>		<div style="clear:both;"></div>
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	Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.		Sometimes, mistakes happen and one customer may end up with multiple customer records. Ideally, we want every customer to only have one customer record. To solve this problem, we need to merge customer records.
	==== To merge 2 customer records: ====		==== To merge 2 customer records:====

	*Open one of the customer records in question (it doesn't matter which you choose).		* Open one of the customer records in question (it doesn't matter which you choose).
	*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.		*Click the navy blue "Merge with another record" button in the lower-left corner of the popup.
	*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.		*Enter the name of the customer record you want to merge this record with, then click "Search". Alternatively, you can search by their customer id, city, maiden name, and more.
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	*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.		*A new popup will appear showing the information for each customer record. CIMS will automatically try to merge information, but make sure to look over the list and click on the information you want to keep. Information that will be kept in the merged customer record will be highlighted in green with a checked checkbox to the right.
	*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.		*When satisfied, click the navy "Merge" button in the lower-right corner of the popup.
	*That's it! Where previously you had two customer records, they are now merged into one.		* That's it! Where previously you had two customer records, they are now merged into one.

	If you have a customer with many customer records, repeat the above steps as necessary.		If you have a customer with many customer records, repeat the above steps as necessary.
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	*Next, fill in the relationships between these individuals. If a relationship is missing from the dropdown, use the navy blue plus button to add it to your database.		*Next, fill in the relationships between these individuals. If a relationship is missing from the dropdown, use the navy blue plus button to add it to your database.
	**"NOK" is short for next-of-kin. You may wish to designate a contact as being a customer's next-of-kin.		**"NOK" is short for next-of-kin. You may wish to designate a contact as being a customer's next-of-kin.
	* Click "Save contact".		*Click "Save contact".
	*This contact now exists for both customer records.		*This contact now exists for both customer records.