Difference between revisions of "Dropdown options (formerly constants)"

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There are 12 major sets of "constants" used through out CIMS.  This are options that appear in the dropdowns (select boxes) used when entering customer, ownership, burial, deed, etc. information.  The options are editable and customization to your cemetery by you.  To access the 'Constants' click on the "Utilities" menu item in the top navigation bar. then click on the Constants you want to edit.  The constants that are available are:
[[Dropdown options (formerly constants)#Dropdown basics|Dropdown options basics]]
*Burial Types
 
*: used when adding a burial on the Burial Tab. The usual types are:
[[Dropdown options (formerly constants)#Add a dropdown option|Add a dropdown option]]
** Standard
 
** Adult
[[Dropdown options (formerly constants)#Edit dropdown options|Edit dropdown options]]
** child
 
** Cremation
[[Dropdown options (formerly constants)#A warning about changing dropdown options|A warning about changing dropdown options]]
** etc.
 
*Branch of Service Types
[[Dropdown options (formerly constants)#Merging dropdown options|Merging dropdown options]]
*: used when adding veteran information of a customer. usually:
 
**Amry
<br><br>
**Navy
 
**Air Force
==Dropdown options basics==
**Marines
[[File:Examples of constants buttons.png|thumb|300x300px|Highlighted in red: two examples of constant buttons next to dropdowns.]]
**Cost Guard
A dropdown option (formerly known as a "constant") is an option that appears in a dropdown box. These are found throughout CIMS, you use them all the time - think burial types, names of funeral homes, wars and military ranks (used by veterans), and more.<br><br>
*Care Funds
 
*: these are the options chosen on the Car Fund Tab. These are complete custom to each cemetery and there are no usual types, but they mostly involve items such as upkeep and flowers.
==Add a dropdown option==
*Funeral Homes
First, you will need to open the dropdown options popup. There are two ways to do this:  
*: When entering/editing a burial you can select the Funeral Home form this list. Each Cemetery's list will be unique.
*In the top navigation bar, click your cemetery's name. A dropdown menu will appear; click on "Dropdown options" or select an option from the dropdown list next to "Dropdown options".
*Marker Types
*Any place in CIMS you see a customizable dropdown, there will be a navy blue circular button with a white plus inside. Click this button to see the options for this particular dropdown.
*: Chosen when entering/editing a marker for space.  The list will be unique to each Cemetery
In the dropdown options popup, there will be a field at the top with the placeholder text "New option". Type in the name of the new option you would like to add and any remarks (optional). Click "Save". The new option will appear in the list of options below.
*Marker Vendors
[[File:Add a new constant.png|center|thumb|550x550px|Need to add a new dropdown option to your cemetery? Use the dropdown option popup.]]
*: The list of Marker Vendors also chosen on the Markers tab for a space.
 
*Relationship Types
==Edit dropdown options==
*: Relationship types are used when entering a burial for the relationship of the interred to the Owner, and also on the Contacts tab of the Customer Information screen to show the relationship of the contact to the customer. Standard lists includes:
Follow the steps above to open the dropdown options popup. To change an option's name, simply click on it, type, and click "Update". Remarks are optional; follow the same procedure to edit them.
** self
 
** Mother
To delete an option, click the red trash can icon to the right of the "Update" button. CIMS will not allow you to delete a dropdown option that is in use.
** Father
 
**brother
<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">Use caution when changing an option's name! It will change all records in your database using that option. See below, [[Dropdown options (formerly constants)#A warning about changing dropdown options|a warning about changing dropdown options]]</span>
**sister
 
**Aunt
<br><br>
**uncle
 
**Grand parent
==A warning about changing dropdown options==
** etc.; add as many relationship types as your cemetery needs
Be careful when changing the name of a dropdown option, it could have unintended consequences! For example, if you change an option for a burial type from "Cremation" to "Adult full-body burial", any burials in your cemetery that were using the option "Cremation" will now have a burial type of full-body adult burials! We recommend only changing the names of dropdown options if you need to fix a spelling or minor grammatical error.<br><br>
*Restricted Types
 
*: On the ownership tab os space whose status is set to "Restricted" there will be a dropdown with this constants options.  Typical options are:
==Merging dropdown options==
**Tree in space
Use the dropdown options popup to merge dropdowns. Click the checkboxes on the right side of the options you want to merge; you are not limited to merging two options at a time, you can select however many you need. Next, click the green "Merge" button in the lower-right corner of the popup. You will be asked which of the options you want to keep, choose one and click "Save".<gallery widths="450" heights="220">
**Waterline
File:Merge dropdowns 1.png|To merge dropdown options, click on the checkboxes to the right of the options you want to merge, then click "Merge".
**Insufficient Space
File:Merge dropdowns 2.png|Choose the option you want to keep and click "Save".
**etc.
</gallery><br><br>
*Space Types
*: A required field for each space is the "Space Type", This is used in several reports and therefore very important that it have a value. The typical options for this constant are:
** Ground Space
** Crypt
** Mausoleum
** Cremation
*Vault types
*: While not required it is useful to have for reporting, accounting and organization. These types usually include but are not limited to:
**Concrete
**wood
**metal
**green
**etc.
*Vault Vendors
*: and if you are listing the vault types might as well have the vendor for those types as well. These will be unique to each Cemetery
*War Types
*: This is the list of options to choose from when entering Veteran Information. This can be very useful for Memorial Days and help veteran groups determine what type of decoration should be used.

Latest revision as of 15:05, 7 July 2026

Dropdown options basics

Add a dropdown option

Edit dropdown options

A warning about changing dropdown options

Merging dropdown options



Dropdown options basics

Highlighted in red: two examples of constant buttons next to dropdowns.

A dropdown option (formerly known as a "constant") is an option that appears in a dropdown box. These are found throughout CIMS, you use them all the time - think burial types, names of funeral homes, wars and military ranks (used by veterans), and more.

Add a dropdown option

First, you will need to open the dropdown options popup. There are two ways to do this:

  • In the top navigation bar, click your cemetery's name. A dropdown menu will appear; click on "Dropdown options" or select an option from the dropdown list next to "Dropdown options".
  • Any place in CIMS you see a customizable dropdown, there will be a navy blue circular button with a white plus inside. Click this button to see the options for this particular dropdown.

In the dropdown options popup, there will be a field at the top with the placeholder text "New option". Type in the name of the new option you would like to add and any remarks (optional). Click "Save". The new option will appear in the list of options below.

Need to add a new dropdown option to your cemetery? Use the dropdown option popup.

Edit dropdown options

Follow the steps above to open the dropdown options popup. To change an option's name, simply click on it, type, and click "Update". Remarks are optional; follow the same procedure to edit them.

To delete an option, click the red trash can icon to the right of the "Update" button. CIMS will not allow you to delete a dropdown option that is in use.

Use caution when changing an option's name! It will change all records in your database using that option. See below, a warning about changing dropdown options



A warning about changing dropdown options

Be careful when changing the name of a dropdown option, it could have unintended consequences! For example, if you change an option for a burial type from "Cremation" to "Adult full-body burial", any burials in your cemetery that were using the option "Cremation" will now have a burial type of full-body adult burials! We recommend only changing the names of dropdown options if you need to fix a spelling or minor grammatical error.

Merging dropdown options

Use the dropdown options popup to merge dropdowns. Click the checkboxes on the right side of the options you want to merge; you are not limited to merging two options at a time, you can select however many you need. Next, click the green "Merge" button in the lower-right corner of the popup. You will be asked which of the options you want to keep, choose one and click "Save".

  • To merge dropdown options, click on the checkboxes to the right of the options you want to merge, then click "Merge".

  • Choose the option you want to keep and click "Save".



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