--- title: Exploring Owner Profiles description: Learn to navigate through an owner's profile. --- [Skip to content](https://support.webcemeteries.com/hc/en-us/articles/5898188021275-exploring-owner-profiles#main-content) [Submit a Request](https://support.webcemeteries.com/kb-tickets/new?hsLang=en) [![webcemeteries-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png)](https://support.webcemeteries.com/?hsLang=en) Open main navigation Close main navigation - [Submit a Request](https://support.webcemeteries.com/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [webCemeteries Knowledge Base](https://support.webcemeteries.com/?hsLang=en) 2. [Management](https://support.webcemeteries.com/management?hsLang=en) 3. [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) # Exploring Owner Profiles ### Step 1 [Search by Owner](https://webcemeteries.zendesk.com/hc/en-us/articles/5807083724571) open the owner profile you wish to view.  ### Step 2 On the owner profile page you can view and update owner details, see interactions, associated property, relationships, documents, and history of changes to the owner profile. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5898218597659.png)   ### Step 3 On the left side of the page you can click “Edit” to [edit any of the contact information](https://support.webcemeteries.com/hc/en-us/articles/5807286780955-how-to-edit-owner-profiles?hsLang=en) such as name, address, phone number, and email. ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5898187842459.png) ### Step 4 Below Edit, you will see “Add Interaction.” You can add an [upcoming interaction](https://support.webcemeteries.com/hc/en-us/articles/5643704021915-upcoming-interactions?hsLang=en) or one that just occurred. You can specify what type of interaction it was: phone call, email, office visit, mailing, or note (you can [customize interaction types](https://support.webcemeteries.com/hc/en-us/articles/5643717455899-how-to-add-or-update-action-interaction-types-in-the-crm?hsLang=en) in your settings). ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5898190956443.png)   ### Step 5 Under “More,” you can view [credits](https://support.webcemeteries.com/hc/en-us/articles/5646034031643-how-to-apply-credits-to-a-customer?hsLang=en)or [merge duplicate owner records](https://support.webcemeteries.com/hc/en-us/articles/5807264106267-how-to-merge-duplicate-owner-records?hsLang=en).  ![](https://support.webcemeteries.com/hubfs/Knowledge%20Base%20Import/5898218661147.png) ### Step 6 On the right side of the page, you will see four tabs. Under Interactions, you will see all of the interactions this owner has had with your cemetery. Under Interactions, you will see all of the interactions this owner has had with your cemetery. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5898175893531.png?width=670&name=5898175893531.png) ### Step 7 Under the Locations tab you will see all the locations that the owner is associated with. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5898175923611.png?width=670&name=5898175923611.png) ### Step 8 Under the Documents tab is where you will find all the documents that have been attached to this owner profile. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5898191043995.png?width=670&name=5898191043995.png) ### Step 9 Under history, you find a list of changes in the owner profile such as name, DOB, and Address. ![](https://support.webcemeteries.com/hs-fs/hubfs/Knowledge%20Base%20Import/5898202081051.png?width=670&name=5898202081051.png)   Video Demonstration - [Getting Started](https://support.webcemeteries.com/getting-started?hsLang=en#main-content) - [User Management Overview](https://support.webcemeteries.com/getting-started?hsLang=en#user-management-overview) - [Settings Overview](https://support.webcemeteries.com/getting-started?hsLang=en#settings-overview) - [Management](https://support.webcemeteries.com/management?hsLang=en#main-content) - [Access and Usability](https://support.webcemeteries.com/management?hsLang=en#access-and-usability) - [Arboretum Module](https://support.webcemeteries.com/management?hsLang=en#arboretum-module) - [Books Module](https://support.webcemeteries.com/management?hsLang=en#books-module) - [Contacts & Customers Module](https://support.webcemeteries.com/management?hsLang=en#contacts-customers-module) - [Contracts Module](https://support.webcemeteries.com/management?hsLang=en#contracts-module) - [Deceased Module](https://support.webcemeteries.com/management?hsLang=en#deceased-module) - [Documents Overview](https://support.webcemeteries.com/management?hsLang=en#documents-overview) - [Dynamic Forms Overview](https://support.webcemeteries.com/management?hsLang=en#dynamic-forms-overview) - [Locations Module](https://support.webcemeteries.com/management?hsLang=en#locations-module) - [Maps](https://support.webcemeteries.com/management?hsLang=en#maps) - [Memorials Module](https://support.webcemeteries.com/management?hsLang=en#memorials-module) - [Ownership Module](https://support.webcemeteries.com/management?hsLang=en#ownership-module) - [Payment Processing](https://support.webcemeteries.com/management?hsLang=en#payment-processing) - [Reports](https://support.webcemeteries.com/management?hsLang=en#reports) - [Reservations Module](https://support.webcemeteries.com/management?hsLang=en#reservations-module) - [Work Orders Module](https://support.webcemeteries.com/management?hsLang=en#work-orders-module) - [Invoices](https://support.webcemeteries.com/management?hsLang=en#invoices) - [Passare](https://support.webcemeteries.com/management?hsLang=en#passare) - [Sales](https://support.webcemeteries.com/sales?hsLang=en#main-content) - [General Access in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#general-access-in-enterprise-sales) - [Contracts in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#contracts-in-enterprise-sales) - [Reservations in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#reservations-in-enterprise-sales) - [Searching in Enterprise Sales](https://support.webcemeteries.com/sales?hsLang=en#searching-in-enterprise-sales) - [Public Tools](https://support.webcemeteries.com/public-tools?hsLang=en#main-content) - [Remember My Journey](https://support.webcemeteries.com/public-tools?hsLang=en#remember-my-journey) - [Mobile App](https://support.webcemeteries.com/public-tools?hsLang=en#mobile-app) - [Tours](https://support.webcemeteries.com/public-tools?hsLang=en#tours) - [Forever Plot](https://support.webcemeteries.com/public-tools?hsLang=en#forever-plot) - [Uncategorized](https://support.webcemeteries.com/uncategorized?hsLang=en) - [Website Integrations](https://support.webcemeteries.com/website-integrations?hsLang=en) [![file-logo](https://support.webcemeteries.com/hs-fs/hubfs/file-logo.png?width=400&height=67&name=file-logo.png "file-logo")](http://webcemeteries.com) 277 Fair St., Suite 1, Kutztown, PA 19530 [mailto:support@webcemeteries.com](mailto:support@webcemeteries.com) Copyright © 2024, webCemeteries ™