Difference between revisions of "Advanced cemetery options"
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Enter in the starting numbers for automatice Burial and/or Deed numbering. IF you do not want to use automatic numbering then leaves these fields blank and the "Deed Number Active" check mark un-checked. If you want Automatic Burial Numbering then you must of a corresponding User Defined Tracking field under Burials on the Advanced tab of the Edit Cemetery popup with the label of "Burial Number" (label is Case Sensitive). | Enter in the starting numbers for automatice Burial and/or Deed numbering. IF you do not want to use automatic numbering then leaves these fields blank and the "Deed Number Active" check mark un-checked. If you want Automatic Burial Numbering then you must of a corresponding User Defined Tracking field under Burials on the Advanced tab of the Edit Cemetery popup with the label of "Burial Number" (label is Case Sensitive). | ||
<br style='clear:both' /> | |||
= Additional Status = | = Additional Status = | ||
[[File:EditCemeteryAdditionalStatus.PNG|650px|thumb|left|CIMS Cloud]] | |||
If you need more space statuses than the following: | |||
* Available | |||
* Sold | |||
* Sold With Bruial | |||
* Reserved | |||
* Restricted | |||
Additional statuses are treated similar to "Available" in that no extra information such as customers or sales agents. Also no burials, deed, permission, etc. information can be added as long as a spaces is assigned a custom status. You can add up to 3 additional statuses here. Examples of additional statuses are: | |||
* Needs Research (meaning your old records are incomplete and you are not positive if a space is available for sales or not) | |||
* Cemetery owned | |||
* ??? | |||
All custom statuses will appear in the map ledgend and be in the status dropdowns in the left side Space search, and right side Owner tab. | |||
Revision as of 15:36, 22 May 2018
Basic
Cemetery ID: DO NOT CHANGE!
Name: The name of your Cemetery, update as needed. This is what appears on reports.
Address: The mailing address of your Cemetery.
Remarks: a generic field for any additional information
Default Date Format:
- mm/dd/yyyy (Month/Day/4 digit year) standard US format
- mm/dd/yy (Month/Day/2 digit year) standard US format, not recommended unless you are positive the ALL dates (birthdays, death dates, burial dates etc.) are in the 2000s
- dd/mm/yyyy (Day/Month/4 digit Year) standard everywhere not in the US format
- yyyy-mm-dd (4 digit year - Month - day) standard computer format.
Advanced
User Defined Tracking Fields
There are 6 User Defined Tracking Fields available for each of the following:
- Spaces
- Burial
- Markers
- Customers
If more than 6 are needed please consult with a CIMS Cloud representative.
Add to left fly out searches
All User Defined Tracking Fields will appear in the appropriate left fly out search types and can be used to filter the search results of the appropriate type.
Specials
Sometimes some other than a standard text input field is required. For special tracking inputs use the following:
Multi-line textarea input box
Add a '^' (carrot) at the end of the input label. For example: "Next of Kin^" (without quotes) will generate a multi-line textarea box instead of a single line text input box.
Burial Number
If the label for a User Defined tracking Field is "Burial Number" then CIMS Cloud will automatically fill in that input field with an auto incrementting number. That number is controlled in the "Configuration" tab of the "Edit Cemetery" popup.
Drop downs
Enter a ';'(semicolon) after the input label, and then a comma separated list of options. For example: "Setup;Chapel, False Setup, No Tent, None, Tent, Tent and Chapel" will generate a dropdown select box with the ootions of Chapel, False Setup, No Tent, None, Tent, and Tent and Chapel.
Configuration
Cemetery Level Labels
For each Section (top/main level of your cemetery) can have unique names for all the sub levels. Also you can set the Universal 4 or 3 levels names as well.
Our Standard naming convention is:
- Section
- Block
- Lot
- Space
- Lot
- Block
You may use different names instead you can have:
- Cemetery
- Section
- Area
- Grave
- Area
- Section
And if you have a mausoleum Section you can use:
- Section
- Wall
- Row
- Space
- Row
- Wall
Just for this mausoleum and the rest of the ground spaces use naming conventions as above.
CIMS Cloud is flexible enough to work with you so you don't have to re-learn the layout of your own cemetery.
Space Cost Updating Setting
IF you need to change the cost of all the Available, reserved, and restricted spaces in a section, or lot use this tool
- choose the section
- choose the lot(s) you want to update the spaces in
- set the price
- verify the sentence above the green "Update Space Costs" button looks right
- click the green "Update Space Costs" button
Burial & Deed Numbering
Enter in the starting numbers for automatice Burial and/or Deed numbering. IF you do not want to use automatic numbering then leaves these fields blank and the "Deed Number Active" check mark un-checked. If you want Automatic Burial Numbering then you must of a corresponding User Defined Tracking field under Burials on the Advanced tab of the Edit Cemetery popup with the label of "Burial Number" (label is Case Sensitive).
Additional Status
If you need more space statuses than the following:
- Available
- Sold
- Sold With Bruial
- Reserved
- Restricted
Additional statuses are treated similar to "Available" in that no extra information such as customers or sales agents. Also no burials, deed, permission, etc. information can be added as long as a spaces is assigned a custom status. You can add up to 3 additional statuses here. Examples of additional statuses are:
- Needs Research (meaning your old records are incomplete and you are not positive if a space is available for sales or not)
- Cemetery owned
- ???
All custom statuses will appear in the map ledgend and be in the status dropdowns in the left side Space search, and right side Owner tab.