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Cims wiki: /* The most useful search: Customer searches */

2026-05-15T15:41:16Z

The most useful search: Customer searches

← Older revision		Revision as of 15:41, 15 May 2026
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	To learn more about customers and customer records, refer to [[Customers\|the customers page]].		To learn more about customers and customer records, refer to [[Customers\|the customers page]].

	<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=217 The customer search]</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=217 The customer search]</span></span></span>

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Cims wiki at 15:16, 15 May 2026

2026-05-15T15:16:24Z

← Older revision		Revision as of 15:16, 15 May 2026
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	Use the search tab in the left-hand flyout to get a complete list of all spaces or burials, to search for specific burials or customers, to get all of your work orders, find a marker, and so much more.		Use the search tab in the left-hand flyout to get a complete list of all spaces or burials, to search for specific burials or customers, to get all of your work orders, find a marker, and so much more.

	Initially, the left-hand flyout is collapsed. To expand it, click the grey bar spanning the height of your screen on the far left side (see [[~~Platinum~~ basics]] if you can't find it). At the top of the flyout are 3 tabs; the second one is labelled "Search". Click it to open the search tab.		Initially, the left-hand flyout is collapsed. To expand it, click the grey bar spanning the height of your screen on the far left side (see [[Professional basics\|CIMS Professional basics]] if you can't find it). At the top of the flyout are 3 tabs; the second one is labelled "Search". Click it to open the search tab.

Cims wiki: /* The most useful search: Customer searches */

2026-03-12T20:21:48Z

The most useful search: Customer searches

← Older revision		Revision as of 20:21, 12 March 2026
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	As an example, choose "Customers" as the search type and enter in a last name. In the example image, I am searching for the Klondike family; look at the "Assignment" column to see who is an owner in the cemetery, who is interred, and more. Clicking on an assignment will bring up a list of spaces, that you can then click on to load the space information in the right-hand flyout. Click on the customer's name to open their customer record.		As an example, choose "Customers" as the search type and enter in a last name. In the example image, I am searching for the Klondike family; look at the "Assignment" column to see who is an owner in the cemetery, who is interred, and more. Clicking on an assignment will bring up a list of spaces, that you can then click on to load the space information in the right-hand flyout. Click on the customer's name to open their customer record.

	To learn more about customers and customer records, refer to [[Customers\|the customers page]].		To learn more about customers and customer records, refer to [[Customers\|the customers page]].

			<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=217 The customer search]</span></span></span>

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Cims wiki: /* Finding veterans */

2025-04-22T15:24:18Z

Finding veterans

← Older revision		Revision as of 15:24, 22 April 2025
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	# You can choose to show veteran burials visually on your map. By default, veteran burials are blue, whereas non-veterans are grey. See the [[Map appearance#Veteran burials\|map appearance page]] for more information.		# You can choose to show veteran burials visually on your map. By default, veteran burials are blue, whereas non-veterans are grey. See the [[Map appearance#Veteran burials\|map appearance page]] for more information.
	# We have a pre-~~build~~ military report, [[Reports#Finding veterans with the military report\|read more about it here]].		# We have a pre-built military report, [[Reports#Finding veterans with the military report\|read more about it here]].
	# Use the Search tab.		# Use the Search tab.

	==== Using the Search tab ====		==== Using the Search tab ====
	In the Search tab, choose the type "Burials". Click the checkbox next to "Veteran" (about halfway down) and click "Search". You can choose to print or download these search results.		In the Search tab, choose the type "Burials". Click the checkbox next to "Veteran" (about halfway down) and click "Search". You can choose to print or download these search results.

Cims wiki: /* The most useful search: Customer searches */

2025-03-10T15:25:44Z

The most useful search: Customer searches

← Older revision		Revision as of 15:25, 10 March 2025
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	As an example, choose "Customers" as the search type and enter in a last name. In the example image, I am searching for the Klondike family; look at the "Assignment" column to see who is an owner in the cemetery, who is interred, and more. Clicking on an assignment will bring up a list of spaces, that you can then click on to load the space information in the right-hand flyout. Click on the customer's name to open their customer record.		As an example, choose "Customers" as the search type and enter in a last name. In the example image, I am searching for the Klondike family; look at the "Assignment" column to see who is an owner in the cemetery, who is interred, and more. Clicking on an assignment will bring up a list of spaces, that you can then click on to load the space information in the right-hand flyout. Click on the customer's name to open their customer record.

	To learn more about customers and customer records, refer to [[Customers ~~& Customer Records~~\|the customers page]].		To learn more about customers and customer records, refer to [[Customers\|the customers page]].

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Cims wiki: /* Search results */

2025-03-03T15:13:25Z

Search results

← Older revision		Revision as of 15:13, 3 March 2025
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			<br><br>

	==Changing your default search==		==Changing your default search==

Cims wiki: /* Saving searches */

2025-03-03T15:13:17Z

Saving searches

← Older revision		Revision as of 15:13, 3 March 2025
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	==The most useful search: Customer searches==		==The most useful search: Customer searches==

Cims wiki: /* Search types */

2025-02-16T00:21:10Z

Search types

← Older revision		Revision as of 00:21, 16 February 2025
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	\|Run searches relating to your cemetery's spaces. Filter by section/lot/block, or by the space's status (sold, restricted, etc.). You can also search by the owner's name, sold date, and more.		\|Run searches relating to your cemetery's spaces. Filter by section/lot/block, or by the space's status (sold, restricted, etc.). You can also search by the owner's name, sold date, and more.

			<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Note: This label may be different based on your cemetery's settings. For you, it may be "Plot", "Grave", or another term.</span>
	Note: This label may be different based on your cemetery's settings. For you, it may be "Plot", "Grave", or another term.
	\|-		\|-
	\|'''Burials'''		\|'''Burials'''

Cims wiki: /* Finding veterans */

2025-02-15T21:47:11Z

Finding veterans

← Older revision		Revision as of 21:47, 15 February 2025
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	Our clients often need to know where veterans are buried. You have a few options:		Our clients often need to know where veterans are buried. You have a few options:

	# You can choose to show veteran burials visually on your map. By default, veteran burials are blue, whereas non-veterans are grey. See the [[Map appearance\|map appearance page]] for more information.		# You can choose to show veteran burials visually on your map. By default, veteran burials are blue, whereas non-veterans are grey. See the [[Map appearance#Veteran burials\|map appearance page]] for more information.
	# We have a pre-build military report, [[Reports#Finding veterans with the military report\|read more about it here]].		# We have a pre-build military report, [[Reports#Finding veterans with the military report\|read more about it here]].
	# Use the Search tab.		# Use the Search tab.

Cims wiki: /* Search results */

2025-02-15T21:33:19Z

Search results

← Older revision		Revision as of 21:33, 15 February 2025
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	The search results information will probably be longer and wider than your screen can show; use the scroll bars on the bottom and right side to see more. If you have more than 100 search results, buttons at the bottom of the popup will allow you to change what page of results you are viewing.		The search results information will probably be longer and wider than your screen can show; use the scroll bars on the bottom and right side to see more. If you have more than 100 search results, buttons at the bottom of the popup will allow you to change what page of results you are viewing.

	To change what columns appear in your search results, click the three vertical lines at the top of the search results, to the left of the column headers.		To change what columns appear in your search results, click the three blue vertical lines at the top of the search results, to the left of the column headers.

	Click on a search result; depending on what type it is, either the right-hand flyout will open with more information, or a customer record will show.[[File:Search results - buttons.png\|center\|frame\|In this search for customers, 7509 total results match our search parameters. Circled in red are the buttons to print and download the list of results, and the button to save this search.]]		Click on a search result; depending on what type it is, either the right-hand flyout will open with more information, or a customer record will show.[[File:Search results - buttons.png\|center\|frame\|In this search for customers, 7509 total results match our search parameters. Circled in red are the buttons to print and download the list of results, and the button to save this search.]]