Customers

"Customers" is a term we use to describe anyone that has any dealings with your cemetery. It is not just for people that have paid you for a spaces or services, but it also includes employees (such as sales agents, or managers), Vendors, next of kin, permissions. Anyone you want to be able to track names, address, contact information, veteran information, living or deceased should be entered as a "customer" of your cemetery. To manage your customers use the left fly-out customer search function. File:CustomersNav.PNG

Search

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CIMS Cloud Customers Page

Partial matching

When searching on a name such as "Smith" CIMS will match on everywhere the letters "smith" appear such as in 'smith', 'smitherson','blacksmith', etc.

Exact Match

Click the check box to the right of the input field will cause CIMS to return only those name that match exactly. The means that 'smitherson' and 'blacksmith'; etc. will not be inthe search results.

Search Results

Clicking on a row in the search results will open up that Customers information screen.

Add

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alt text

To add a new customer click the green "Add New" button underneath the Search Type box. A popup will appear, fill out the information; First and Last names are required, all others are optional but are handy to have for searching and reports. Don't forget to scroll down as there is lots customer information that can be set. Also you can upload customer images by clicking on the blue "New Images" button in the new customer and then either dragging images to the upload area, or clicking on the "Select files the upload" button (only .jpg, .jpeg, .png and .gif files are allowed), you can upload as many pictures as you want.

Adding customer during transactions (sale/burial)

Adding Customers can also be done when changing the owner/co-owner of a space, or entering the interred's name on a burial. When you are doing either of those transactions it is best to start typing in the person's last name. When you do a list will appear under the input show all current customers that match that name. If the person is not in the list click the "Add New" link at the top of the list and a Add New Customer popup just like this one will appear.

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Add New Customer After Search

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Customer Information window

Update

To update a customers just click on any of the fields you wish to change and enter the new information. When you are done click the green "Update" button at the bottom (you may need to scroll down to see it depending on your screen size).

Remove

To remove a customer:

1. Open that Customer's information page of the customer you want to remove
2. Click on the red "Delete" button at the bottom of the Customer's Information page.
   1. answer yes to the confirmation popup
   2. after the customers has been deleted you will be sent back to teh main Customers page.

Merge

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merging customers

To Merge customers is to have one customer overwrite another (effectively deleting the second customer, while at the same time having the first customer take his/her place);

1. open the customer information page for the customer you want to keep.
2. click the black "Merge" button at teh bottom of the page (you may need to scroll to see this)
   1. a customer search screen will open
      1. search for the customer you want to be overwritten
      2. click on the row the corresponds to the customer you want overwritten
      3. click "yes" in the confirmation popup

The customer search window will close and the Customer Information page will reload. Data from the customer chosen from the search window will added to the first Customer, and then the customer chosen from the search window will be removed.

IF both the first and second customers are interred (buried) then the merge will not occur as this will result in the first customer being interred in more than one place.

Add Contact

To add a contact (such as a Next Of Kin):

1. Open the Customer Information screen
2. Click on the "Contact" tab just under the Customer's Name in the upper left
3. Click on the blue "Add Contact" button
   1. the customer search window will appear
      1. search for an existing customer
      2. click the green "Add New" button to add a new customer as the contact
   2. choose a relationship of the chosen/created customer to the original customer
   3. click the green "Save" buttonin the Relationship popup
      1. the contact information will appear in the list of contacts
4. repeat step 3 for additional contacts OR click "Close" on the customer search popup.

Remove Contact

1. click the red trashcan icon to the right of the contact you wish to remove.