Customers

"Customers" is a term we use to describe anyone that has any dealings with your cemetery. It is not just for people that have paid you for a spaces or services, but it also includes employees (such as sales agents, or managers), Vendors, next of kin, permissions. Anyone you want to be able to track names, address, contact information, veteran information, living or deceased should be entered as a "customer" of your cemetery. To view the Customers page click on the "Customers" link in the CIMS Cloud top navigation bar: File:CustomersNav.PNG

Search

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CIMS Cloud Customers Page

Partial matching

When searching on a name such as "Smith" CIMS will match on everywhere the letters "smith" appear such as in 'smith', 'smitherson','blacksmith', etc.

Exact Match

Click the check box to the right of the input field will cause CIMS to return only those name that match exactly. The means that 'smitherson' and 'blacksmith'; etc. will not be inthe search results.

Search Results

Clicking on a row in the search results will open up that Customers information screen.

Add

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To add a new customer click the green "Add New" button in the upper right of the Customer Page. A popup will appear, fill out the information; First and Last names are required, all others are optional but are handy to have for searching and reports. Don't forget to scroll down as there is lots customer information that can be set. Also you can upload customer images by clicking on the blue "New Images" button in the new customer and then either dragging images to the upload area, or clicking on the "Select files the upload" button (only .jpg, .jpeg, .png and .gif files are allowed), you can upload as many pictures as you want.

Adding customer during transactions (sale/burial)

Adding Customers can also be done when changing the owner/co-owner of a space, or entering the interred's name on a burial. When you are doing either of those transactions it is best to start typing in the person's last name. When you do a list will appear under the input show all current customers that match that name. If the person is not in the list click the "Add New" link at the top of the list and a Add New Customer popup just like this one will appear. This way you do not need to leave the map and go to the Customers Page just to add a new customer.