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Search basics

The most useful search: Customer searches

Finding veterans

Search basics

Circled in red is the "Search" tab

Use the search tab in the left-hand flyout to get a complete list of all spaces or burials, to search for specific burials or customers, to get all of your work orders, find a marker, and so much more.

Initially, the left-hand flyout is collapsed. To expand it, click the grey bar spanning the height of your screen on the far left side (see Platinum basics if you can't find it). At the top of the flyout are 3 tabs; the second one is labelled "Search". Click it to open the search tab.

Search types

There are 10 search types at this time:

Search type Description
Space
Burials
Markers
Deeds
Permissions
Work orders
Ownership history
Customers
Map features
Care funds

The most useful search: Customer searches

To learn more about customers and customer records, refer to the customers page.

Finding veterans