Customers (Core & Plus) - Revision history

Cims wiki at 16:05, 15 May 2026

2026-05-15T16:05:00Z

Cims wiki: Cims wiki moved page Customers (Gold & Light) to Customers (Core & Plus)

2026-05-15T15:50:36Z

Cims wiki moved page Customers (Gold & Light) to Customers (Core & Plus)

← Older revision	Revision as of 15:50, 15 May 2026
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Cims wiki at 15:43, 15 May 2026

2026-05-15T15:43:08Z

← Older revision		Revision as of 15:43, 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>


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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>

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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 */

2026-03-12T20:20:13Z

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.

	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===
			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>

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Cims wiki: /* Creating a customer record */

2026-03-12T20:17:35Z

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>

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Cims wiki: /* Customer basics */

2026-03-12T20:16:18Z

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>


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Cims wiki at 03:17, 4 March 2026

2026-03-04T03:17:45Z

← Older revision		Revision as of 03:17, 4 March 2026
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	[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]		[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]

			[[Customers (Gold & Light)#Recording a date of death\|Recording a date of death]]

	[[Customers (Gold & Light)#Marking a customer as a veteran\|Marking a customer as a veteran]]		[[Customers (Gold & Light)#Marking a customer as a veteran\|Marking a customer as a veteran]]
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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.

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			==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 (Gold & Light)#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 (Gold & Light)#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 (Gold & Light)#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. 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.

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Cims wiki: /* Marking a customer as a veteran */

2025-03-24T15:56:52Z

Marking a customer as a veteran

← Older revision		Revision as of 15:56, 24 March 2025
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	==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 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 (Gold & Light)#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 (Gold & Light)#Editing a customer record\|editing a customer record]] to learn how to find customer records).

Cims wiki at 15:42, 24 March 2025

2025-03-24T15:42:46Z

← Older revision		Revision as of 15:42, 24 March 2025
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	[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]		[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]

			[[Customers (Gold & Light)#Marking a customer as a veteran\|Marking a customer as a veteran]]

	[[Customers (Gold & Light)#Searching for customers\|Searching for customers]]		[[Customers (Gold & Light)#Searching for customers\|Searching for customers]]
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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.

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

			==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 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 (Gold & Light)#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.

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

Cims wiki at 16:01, 10 March 2025

2025-03-10T16:01:04Z

← Older revision		Revision as of 16:01, 10 March 2025
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	[[Customers#Customer basics\|Customer basics]]		[[Customers (Gold & Light)#Customer basics\|Customer basics]]

	[[Customers#Avoiding duplicate customer records\|Avoiding duplicate customer records]]		[[Customers (Gold & Light)#Avoiding duplicate customer records\|Avoiding duplicate customer records]]

	[[Customers#Creating a customer record\|Creating a customer record]]		[[Customers (Gold & Light)#Creating a customer record\|Creating a customer record]]

	[[Customers#Editing a customer record\|Editing a customer record]]		[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]

	[[Customers#Searching for customers\|Searching for customers]]		[[Customers (Gold & Light)#Searching for customers\|Searching for customers]]

	[[Customers#Merging customer records\|Merging customer records]]		[[Customers (Gold & Light)#Merging customer records\|Merging customer records]]

	[[Customers#Customer contacts\|Customer contacts]]		[[Customers (Gold & Light)#Customer contacts\|Customer contacts]]

	[[Customers#Companies as customers\|Companies as customers]]		[[Customers (Gold & Light)#Companies as customers\|Companies as customers]]

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← Older revision		Revision as of 16:01, 10 March 2025
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	[[Customers#Customer basics\|Customer basics]]		[[Customers (Gold & Light)#Customer basics\|Customer basics]]

	[[Customers#Avoiding duplicate customer records\|Avoiding duplicate customer records]]		[[Customers (Gold & Light)#Avoiding duplicate customer records\|Avoiding duplicate customer records]]

	[[Customers#Creating a customer record\|Creating a customer record]]		[[Customers (Gold & Light)#Creating a customer record\|Creating a customer record]]

	[[Customers#Editing a customer record\|Editing a customer record]]		[[Customers (Gold & Light)#Editing a customer record\|Editing a customer record]]

	[[Customers#Searching for customers\|Searching for customers]]		[[Customers (Gold & Light)#Searching for customers\|Searching for customers]]

	[[Customers#Merging customer records\|Merging customer records]]		[[Customers (Gold & Light)#Merging customer records\|Merging customer records]]

	[[Customers#Customer contacts\|Customer contacts]]		[[Customers (Gold & Light)#Customer contacts\|Customer contacts]]

	[[Customers#Companies as customers\|Companies as customers]]		[[Customers (Gold & Light)#Companies as customers\|Companies as customers]]

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← Older revision		Revision as of 16:05, 15 May 2026
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	[[Customers (~~Gold~~ & ~~Light~~)#Customer basics\|Customer basics]]		[[Customers (Core & Plus)#Customer basics\|Customer basics]]

	[[Customers (~~Gold~~ & ~~Light~~)#Avoiding duplicate customer records\|Avoiding duplicate customer records]]		[[Customers (Core & Plus)#Avoiding duplicate customer records\|Avoiding duplicate customer records]]

	[[Customers (~~Gold~~ & ~~Light~~)#Creating a customer record\|Creating a customer record]]		[[Customers (Core & Plus)#Creating a customer record\|Creating a customer record]]

	[[Customers (~~Gold~~ & ~~Light~~)#Editing a customer record\|Editing a customer record]]		[[Customers (Core & Plus)#Editing a customer record\|Editing a customer record]]

	[[Customers (~~Gold~~ & ~~Light~~)#Recording a date of death\|Recording a date of death]]		[[Customers (Core & Plus)#Recording a date of death\|Recording a date of death]]

	[[Customers (~~Gold~~ & ~~Light~~)#Marking a customer as a veteran\|Marking a customer as a veteran]]		[[Customers (Core & Plus)#Marking a customer as a veteran\|Marking a customer as a veteran]]

	[[Customers (~~Gold~~ & ~~Light~~)#Searching for customers\|Searching for customers]]		[[Customers (Core & Plus)#Searching for customers\|Searching for customers]]

	[[Customers (~~Gold~~ & ~~Light~~)#Merging customer records\|Merging customer records]]		[[Customers (Core & Plus)#Merging customer records\|Merging customer records]]

	[[Customers (~~Gold~~ & ~~Light~~)#Customer contacts\|Customer contacts]]		[[Customers (Core & Plus)#Customer contacts\|Customer contacts]]

	[[Customers (~~Gold~~ & ~~Light~~)#Companies as customers\|Companies as customers]]		[[Customers (Core & Plus)#Companies as customers\|Companies as customers]]

	<br>		<br>
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	===What is a customer record?===		===What is a customer record?===
	When you save a customer in CIMS, it creates a customer record. Ideally, we want a 1:1 ratio of one customer record per customer. This way, we can show the same person's activity with a cemetery over time; we can show when they purchased a space, when they authorized a burial, when they were in turn interred, and so on. When a mistake is made and a customer ends up with multiple customer records, you can merge records ([[Customers (~~Gold~~ & ~~Light~~)#Merging%20customer%20records\|see below]]).		When you save a customer in CIMS, it creates a customer record. Ideally, we want a 1:1 ratio of one customer record per customer. This way, we can show the same person's activity with a cemetery over time; we can show when they purchased a space, when they authorized a burial, when they were in turn interred, and so on. When a mistake is made and a customer ends up with multiple customer records, you can merge records ([[Customers (Core & Plus)#Merging%20customer%20records\|see below]]).

	===What about married couples?===		===What about married couples?===
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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 (~~Gold~~ & ~~Light~~)#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.		To record a date of death, first, open their customer record (read the above [[Customers (Core & Plus)#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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	==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 (~~Gold~~ & ~~Light~~)#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 (Core & Plus)#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 if you are updating a customer record, or the green "Create" button if this is a new one.		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 if you are updating a customer record, or the green "Create" button if this is a new one.
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	==Searching for customers==		==Searching for customers==
	Searching for customers can easily be done in the left-hand panel, where we have a tab dedicated to searching not just for customers, but also for deeds, spaces, and more. See [[Searching (~~Gold~~ & ~~Light~~)#The most useful search: Customer searches\|the Search page]] for more information.		Searching for customers can easily be done in the left-hand panel, where we have a tab dedicated to searching not just for customers, but also for deeds, spaces, and more. See [[Searching (Core & Plus)#The most useful search: Customer searches\|the Search page]] for more information.
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