Difference between revisions of "Burial Search settings"

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[[#Preset searches |Preset searches]]
[[#Preset searches |Preset searches]]
[[Burial Search settings#Other settings|Other settings]]


[[#Map customization |Map customization]]
[[#Map customization |Map customization]]

Revision as of 15:37, 28 October 2024

CIMS clients are able to control a number of settings for their public-facing Burial Search site!

To change your settings, click on "Utilities" in the top navigation bar, then "Burial Search settings". If you do not see this option, you may not have permission to edit these settings, or your cemetery might not have purchased the Burial Search addon.

Remember to click "Save settings" if you make any changes, and then refresh your Burial Search site.

Header & footer

"About" section

Preset searches

Map customization

Hiding areas & individual spaces

Burial information

Search by owner

Space messages

Displaying images to the public

Minimize the information window



Header & footer

Image showing Burial Search settings, specifically the "Header/Footer" tab and various options
The "Header/Footer" tab controls the cemetery's display name, logo, contact information & more.

The header will appear at the top of every Burial Search page. Likewise, the footer will appear at the bottom of every page.

Click on the "Header/Footer" tab at the top of the Burial Search settings popup to edit the header or footer.

Choose to display a cemetery or town logo, or show no logo at all.

Header

It is recommended that clients put the name of the cemetery as the "Display name" and the town name and state as the "Tagline". Clients can customize the font family, text bolding, text size, and the line height. The line height is the height between lines and can affect how crowded text looks.

The header will preview in the "Preview" section.

Footer

We highly recommend clients show contact information for their cemetery, including the cemetery location and phone number.

Showing the footer is optional. Each field of the footer is optional and will not show if blank.


"About" section

Burial Search settings popup displaying the "Basic settings" tab with various options to control Burial Search's behavior and appearance.
The "Basic settings" tab includes the ability to customize an "About" section and show certain preset searches. Clients can also choose to have a minimizable informational area (see below, "Other settings").

Clients can choose to include an "About" section. This section might have a few sentences about the cemetery, its visiting hours, or policies. Basic HTML can be used to include links to external sites, image embedding, or text styling.

Click on the "Basic settings" tab at the top of the Burial Search settings popup to edit this section.

For help with formatting the "About" section, contact our team.

Webpage link (URL)

Optionally, choose to show a link to a cemetery or town website that will display below the "About" section. This link will be bold and centered, and meant to catch the eye of website visitors.

Preset searches

There are 2 preset search options:

  1. "List all veterans" displays a small section on the landing page of Burial Search with text and a button to list all veterans present in a cemetery. This option is useful for outside organizations who may place flags on holidays. "List all veterans" should only be turned on if the cemetery's burials have their veteran status accurately filled out.
  2. "List all available spaces" displays a small section on the landing page of Burial Search with text and a button to list all of that cemetery's spaces that are available. Cemeteries can choose to also display the cost and space type as part of the list. Displaying the space type is most useful for cemeteries with a mix space types, such as ground, columbarium, and crypt.

Click on the "Basic settings" tab at the top of the Burial Search settings popup to make changes to the preset searches.




Map customization

Platinum clients

Platinum clients can control the appearance of the map on their Burial Search site as well as the legend. In the "Burial Search settings" popup, click on the "Map" tab. To edit map colors, click on the navy/black "Open layers settings for Burial Search" button. Another popup will open; the best way to get comfortable with these map settings is to play around with them and see what suits your cemetery best. After making changes, click "Save" in the bottom-right.

Changing the Burial Search map settings will not affect your individual map settings.

For help controlling the map appearance, contact our team.

Gold clients

Gold clients may choose to change the colors of their "Sold with burial" pins. In the "Burial Search settings" popup, click on the "Map" tab Simply click on the colored square next to the space status, and when finished, click "Save settings" in the bottom-right corner of the popup.

Light clients

In the "Burial Search settings" popup, click on the "Background" tab. This allows CIMS Light clients to change the background color and pattern of their Burial Search site. Several different patterns are available; when finished, click "Save settings" in the bottom-right corner of the popup.




Hiding areas & individual spaces

With Burial Search, you are able to hide individual spaces or entire areas from public viewing and searching. If a space or area is hidden, all burials contained within will not be available to the public. This feature is most useful if a cemetery has a controversial person buried whose gravesite has perhaps been targeted by vandals in the past, or if a cemetery has an "unknown" section where burials are present, but not in their correct location until the cemetery can do additional research.

Hiding a space

Navigate to the space in CIMS using either the map (if Platinum) or the left-hand flyout. In the "Ownership" tab, scroll down; near the bottom is a checkbox labelled "Show this space in Burial Search". If checked, the space and all burials contained within will be available on Burial Search. If unchecked, the space will show as blank on the map (if Platinum) and searching for any individual buried there will not yield any results

Hiding an entire section/block/lot (Platinum only)

Like hiding a space, hiding a section, block or lot will make any burials present not viewable or searchable on Burial Search.

Open the "Burial Search settings" popup by clicking "Utilities" in the top bar, then choosing the option "Burial Search settings" from the dropdown. In the popup, click on the "Map" tab. Scroll down to the "Hidden areas" section. Choose a section, then click "Add to hidden list" to hide an entire section. Likewise, choose a section and block to hide an entire block. Finally, choose a section, block, and lot to hide an entire lot. Remember to click "Save settings" to apply your changes to your Burial Search site.

Note: Some cemeteries will not have the "Lot" option.

Un-hiding a section/block/lot (Platinum only)

To un-hide a section/block/lot, click on the red X next to its entry under "Hidden area list". Remember to click "Save settings".



Burial information

Customize what information appears when a visitor to Burial Search pulls up a buried individual, including birth dates, death dates, sex, veteran information, and more.

Click on the "Search/burial info" tab at the top of the Burial Search settings popup. Underneath the "Search/burial display information" are several collapsed headings; click on them to expand them. Check or uncheck options to choose what information will appear to the public. Options that are checked will appear in a list; drag and drop these options to change the order.

Does your cemetery want to show information that is not available in these dropdowns? Contact our team.

Information in Burial Search will only display if it has been filled out in CIMS. For example, say a cemetery has chosen to display birth dates. If a buried individual does not have a birth date entered in CIMS, rather than showing a blank field and no information in Burial Search, the "Birth date" field will not appear.

Name display

Control how names appear in Burial Search with the "Name display" section. Choose to include an individual's modifier/honorific, the format of their name, and suffix. If the "List all veterans" preset search is turned on, you can choose to include a veteran's rank, branch and/or war in the veterans list. The rank/branch/war will not show up in the standard search, only the "List all veterans" list.




Search by owner

Searching by owner will allow website visitors to search for space owners by name. This is most useful for cemetarians wanting to reassure customers that they do have a record of their space purchase, and said purchase is viewable on a public website they can access themselves. If turned on, the owner of a space will also appear as part of the information shown when viewing a burial.

Click on the "Search/burial info" tab at the top of the Burial Search settings popup, then scroll down to "Search by owner" to turn this feature on or off.




Space messages (Platinum only)

Platinum clients can customize the messages that appear when an available, sold, restricted, etc. space is clicked on from the map. This can be useful if a cemetery wants to encourage space sales by including a custom message, explicitly display the reason why a space might be restricted, display owner information for "Sold" spaces, and more.

Click on the "Space messages" tab at the top of the Burial Search settings popup. For each status, there are two options:

  • The status corresponds to the space status in CIMS (Available, Sold, Restricted, etc.). You can choose to display or hide the space status.
  • The message appears below the status (if status is turned on). The message can be a default or custom message. If "None" is chosen, no message will show. Space statuses will have sub-options; for example, for an "Available" space, clients may choose to include the cost of an available space and its type.

For help with the space messages, contact our team.



Displaying images to the public

Clients may choose to display images to the public, including photos of headstones, PDF's of obituaries, and so on.

Navigate to the image you wish to display. In the upper-right corner of the image, a reddish-brown business card icon should be present. Click on this icon once; it will turn green, indicating that the image is now visible to the public on Burial Search. Colorblind users can hover over the icon for a text description.

To remove the image from public viewing, simply click this same icon again. When the icon turns reddish-brown, it is no longer publicly available.

Use caution when choosing which images to display to the public, ensuring sensitive information such as social security numbers, phone numbers, addresses, etc. are not present.



Minimize the information window (Platinum & Gold only)

Clients have the option to minimize the information window so that the Burial Search map fills the screen on desktop and most tablets.

Click on the "Basic settings" tab at the top of the Burial Search settings popup. Scroll down to the "Main window minimize" section, and check or uncheck the option "Allow main window to be minimized".

See also

What is Burial Search?

Using Burial Search