Searching
The most useful search: Customer searches
Search basics
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, listed below. All fields in a search are optional.
To get a list of all results in a search type, choose that type from the dropdown and click "Search". So, in order to get a list of all deeds in your cemetery, choose the type "Deeds", then click "Search".
| Search type | Description |
|---|---|
| Space | Run searches relating to your cemetery's spaces. Filter by section/lot/block, or by the space's status (sold, restricted, etc.). You can also search by the owner's name, sold date, and more.
|
| Burials | This search will only return customer records of buried persons in your cemetery. Filter by where in your cemetery people are interred, run a search by last name, burial or death date, and more. |
| Markers | If your cemetery has recoded data about your markers, you can run searches on them. Filter by section/block/lot, by the type of marker, vendor, and so on. |
| Deeds | Any deed information you have saved in CIMS can be searched for. Filter by section/lot/block, deed date, cost, and more. |
| Permissions | Not all cemeteries use permissions; if you do, you can filter by location in your cemetery or search by name. |
| Work orders | Likewise, work orders are another optional feature. Filter work orders by section/lot/block, by the type of work order, due date, and so on. To get a list of all work orders in your cemetery, don't fill out any of the fields, just click "Search" at the bottom-left corner of the left-hand flyout. |
| Ownership history | Ownership history is the record of all past owners of spaces. Filter by location, by owner/co-owner name, and more. |
| Customers | The most useful search! See the dedicated section below. Get a comprehensive look at customers in your cemetery, regardless of if they're owners, interred, authorized parties, etc. Filter by name, address, birth date, veteran status, deceased status, and more.
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| Map features | If your cemetery uses map features, you may want to search by type or other fields. |
| Care funds | Not all cemeteries use care funds; if you do, filter by location, cost, description, and more. |
Search results
To run a search, click navy blue "Search" button in the bottom-right corner of the left-hand flyout. Click the orange "Reset" button to clear out any search fields you may have filled.
When a search has been run, a new popup will open on your screen. At the top will be listed how many total search results have been found. You will also have buttons to print the list of results, download them, or save this search (see below).
The search results information will probably be longer and wider than your screen can show; use the scroll bars on the bottom and right side to see more. If you have more than 100 search results, buttons at the bottom of the popup will allow you to change what page of results you are viewing.
Saving searches
Do you find yourself often running the same search over and over? You can save it!
- Run your search as per usual, and in the search results popup, click on the "Save" button in the top bar.
- Fill out the "Saved Search Label" with the name of this search, then click "Save".
- Back in the Search tab, near the top is the "Saved searches" dropdown. Your search will be here.
- To run a saved search, click on it from this list, then click "Search".
To change the name of a saved search or delete it, click the pencil-on-paper button next to the "Saved searches" dropdown.
The most useful search: Customer searches
To learn more about customers and customer records, refer to the customers page.