Difference between revisions of "Burial Search settings"
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==Header & footer== | ==Header & footer== | ||
[[File:Burial Search header footer page.png|alt=Image showing Burial Search settings, specifically the "Header/Footer" tab and various options|thumb|The "Header/Footer" tab controls the cemetery's display name, logo, contact information & more|478x478px]] | [[File:Burial Search header footer page.png|alt=Image showing Burial Search settings, specifically the "Header/Footer" tab and various options|thumb|The "Header/Footer" tab controls the cemetery's display name, logo, contact information & more.|478x478px]] | ||
The header will appear at the top of every Burial Search page. Likewise, the footer will appear at the bottom of every page. | The header will appear at the top of every Burial Search page. Likewise, the footer will appear at the bottom of every page. | ||
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=="About" section== | =="About" section== | ||
[[File:Burial Search basic settings.png|alt=Burial Search settings popup displaying the "Basic settings" tab with various options to control Burial Search's behavior and appearance.|thumb|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")|411x411px]] | [[File:Burial Search basic settings.png|alt=Burial Search settings popup displaying the "Basic settings" tab with various options to control Burial Search's behavior and appearance.|thumb|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").|411x411px]] | ||
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. | 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. | ||
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Click on the "Basic settings" tab at the top of the Burial Search settings popup to make changes to the preset searches. <gallery widths="400" heights="150"> | Click on the "Basic settings" tab at the top of the Burial Search settings popup to make changes to the preset searches. <gallery widths="400" heights="150"> | ||
File:Burial Search veterans list section.png|alt=Image of text and a button to a veteran list section, as well as an image of an American flag behind a blank gravestone|When first navigating to your cemetery on BurialSearch.com, this veteran section will display if turned on | File:Burial Search veterans list section.png|alt=Image of text and a button to a veteran list section, as well as an image of an American flag behind a blank gravestone|When first navigating to your cemetery on BurialSearch.com, this veteran section will display if turned on. | ||
File:Burial Search available spaces section.png|alt=Image of text and a button to an available spaces list section, as well as an image of several headstones shaded by trees|Likewise, this section will show on the first page if "List all available spaces" is turned on | File:Burial Search available spaces section.png|alt=Image of text and a button to an available spaces list section, as well as an image of several headstones shaded by trees|Likewise, this section will show on the first page if "List all available spaces" is turned on. | ||
</gallery><br style="clear:both" /> | </gallery><br style="clear:both" /> | ||
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===Un-hiding a section/block/lot (Platinum only)=== | ===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".<gallery widths="300" heights="220"> | 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".<gallery widths="300" heights="220"> | ||
File:Burial Search hiding a grave.png|alt=Image of CIMS showing how to find the "Show this space in Burial Search" option|Hiding an individual space is done by checking or unchecking the "Show this space in Burial Search" option in the "Ownership" tab | File:Burial Search hiding a grave.png|alt=Image of CIMS showing how to find the "Show this space in Burial Search" option|Hiding an individual space is done by checking or unchecking the "Show this space in Burial Search" option in the "Ownership" tab. | ||
File:Burial Search hidden areas.png|alt=Image of Burial Search settings in CIMS showing a block has been hidden from public viewing and searching|In CIMS, hide an entire section, block or lot using the "Hidden areas" feature. In this case, we have chosen to hide the entirety of Block "F" in section "1". | File:Burial Search hidden areas.png|alt=Image of Burial Search settings in CIMS showing a block has been hidden from public viewing and searching|In CIMS, hide an entire section, block or lot using the "Hidden areas" feature. In this case, we have chosen to hide the entirety of Block "F" in section "1". | ||
File:Burial Search hidden area highlighted.png|alt=Image of a cemetery in burialsearch.com showing an entire block has been hidden from public viewing and searching|In Burial Search, we can see the entirety of block F (highlighted in red), which should have graves and burials present, is now hidden. Note: The red highlighting will not be present if your cemetery uses this feature. | File:Burial Search hidden area highlighted.png|alt=Image of a cemetery in burialsearch.com showing an entire block has been hidden from public viewing and searching|In Burial Search, we can see the entirety of block F (highlighted in red), which should have graves and burials present, is now hidden. Note: The red highlighting will not be present if your cemetery uses this feature. | ||
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=== Name display === | === 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 [[#Preset searches |"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. | 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 [[#Preset searches |"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. | ||
<gallery widths="300" heights="220"> | |||
File:Burial Search burial settings.png|In the "Search/burial info" tab, the information displayed to the public about a buried person can be easily customized (here highlighted in red). | |||
File:Burial search veterans list showing info.png|In the "Burial Search settings" popup, in the "Search/burial info" tab, you may choose to show a veteran's rank/branch/war. This veteran info will only show up if the preset search "List all veterans" is chosen by website users. | |||
File:Burial Search search results no veteran info.png|If a normal quick search is done for Leslie Heck, the veteran information that previously displayed with the list of veterans is not shown. | |||
</gallery> | |||
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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. | 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.<gallery widths=" | 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.<gallery widths="300" heights="220"> | ||
File:Burial Search owner search.png|alt=Burial Search page showing the ability to search by owner|By clicking on "See advanced search", visitors to BurialSearch.com can access the "Owner search" option | File:Burial Search owner search.png|alt=Burial Search page showing the ability to search by owner|By clicking on "See advanced search", visitors to BurialSearch.com can access the "Owner search" option. | ||
File:Burial Search owner search results.png|alt=Burial Search image showing a list of matching search results, as well as their highlighted spaces on the map|A list of relevant results will display; website visitors can navigate around the map to see where these owner spaces are located (Platinum only) | File:Burial Search owner search results.png|alt=Burial Search image showing a list of matching search results, as well as their highlighted spaces on the map|A list of relevant results will display; website visitors can navigate around the map to see where these owner spaces are located (Platinum only). | ||
File:Burial Search selected owner space.png|alt=Burial Search image showing a selected "Sold" space with a customized message displaying the owner name|CIMS clients can customize a "Sold" space message to display the owner & co-owner names | File:Burial Search selected owner space.png|alt=Burial Search image showing a selected "Sold" space with a customized message displaying the owner name|CIMS clients can customize a "Sold" space message to display the owner & co-owner names. | ||
</gallery> | </gallery> | ||
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==Space messages (Platinum only)== | ==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, '''[https://www.cimscemeterysoftware.com/technical-support/ contact our team]'''. | |||
== Displaying images to the public== | ==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. | Clients may choose to display images to the public, including photos of headstones, PDF's of obituaries, and so on. | ||
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<span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">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.</span> | <span style="border:2px solid #c2dce9;padding:10px;border-radius:5px;background-color:#f2fbff;margin:15px 0px;display:inline-block;">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.</span> | ||
<gallery widths=" | <gallery widths="250" heights="200"> | ||
File:Burial search image hidden.png|To make an image/PDF available to the public, click on the business card icon in the upper-right of the image | File:Burial search image hidden.png|To make an image/PDF available to the public, click on the business card icon in the upper-right of the image. | ||
File:2222-01.png|After clicking on it, the icon will turn green. This indicates the image/PDF is now available for public viewing on Burial Search. | File:2222-01.png|After clicking on it, the icon will turn green. This indicates the image/PDF is now available for public viewing on Burial Search. | ||
File:Hide show media closeup.png|Closeup of the icon. Red/brown = not available to the public, green = visible to the public. Colorblind users can hover for a text description. | File:Hide show media closeup.png|Closeup of the icon. Red/brown = not available to the public, green = visible to the public. Colorblind users can hover for a text description. | ||
File:Burial Search result showing media.png|In Burial Search, we now see the image showing up for this buried individual | File:Burial Search result showing media.png|In Burial Search, we now see the image showing up for this buried individual. | ||
</gallery> | </gallery> | ||
Revision as of 14:50, 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.
Hiding areas & individual graves
Displaying images to the public
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.
Logo
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.
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
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:
- "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.
- "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 & Gold only)
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.
Other settings
Minimize the information window
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".
