Management
Main knowledgebase for navigating webCemeteries software.
Access and Usability
Arboretum Module
- How To Search for a Tree in the Arboretum Module
- How to Map a Tree in the Arboretum Module
- How To Export Arboretum Data
- How to Add a Tree Profile Photo in the Arboretum Module
- How to Create a Tree Tour Stop in the Arboretum Module
- How to Add/Edit Tree Types in the Arboretum Module
- How to Delete a Tree in the Arboretum Module
- How to Add a Tree in the Arboretum Module
Books Module
- How to Link Book Pages to a Deceased Record
- How to Link Book Pages to a Location
- How to Unlink Book Pages
- How to Filter Book Search by Name and/or Page Number
- How to Create a Book
- How to Page through a Book
- How to Add Book Pages
- How to Replace Existing Book Pages
Contacts & Customers Module
- How to Search by Tag and Export a Contact List from the CRM
- Searching the CRM
- Marking a Record as "Do Not Contact" in the CRM
- How to Edit CRM Contact Details
- How to Export Owners and Owner Addresses from the CRM
- How to Filter and Search CRM Interactions by Type
- How to Apply a Tag to a CRM Profile
- How to Export the Emails of the Contacts in Your CRM
- How to Create CRM Contacts
- How to Transfer Credits Between Customer Accounts in the CRM
- Adding Interactions in the CRM
- How to Add (or Update) CRM Tags
- How to Merge Contacts
- Upcoming Interactions
Contracts Module
- How to Add or Edit Contract Payment Terms
- Quick Start Guide to Building a Contract
- How to Add Locations to a Contract
- Adding Ownership Stakeholders to Contracts
- How to Access the Contracts Module
- Adding Deceased to Contracts
- How to Add Merchandise to a Contract
- How to Print a Contract
- Updating Contract Status
- Understanding Signed Status
- How to Search for Contracts
- Understanding Price Lock Status
- Understanding In Progress Status
- Understanding Cancelled Status
- How to Apply Credits to a Contract
- How to Customize a Contract Identifier Template
- Getting Started in the Contracts Module
- How to Pay Off the Remainder of a Signed Contract
- How to Reference Non-Contract Locations on a Merchandise Contract
- Export Contracts Transactions Search
- How to Create a Contract in Management
- How to Customize or Discount Prices in the Contracts Module
- Export Contract Search
- How to Add a Used Date for Merchandise and Services in a Contract
- How to Print a Receipt for an Individual Transaction
- How to Apply Credits to a Customer
- Understanding Fee Transactions
- How to Void a Transaction
- How to Enter a Transaction without Payment Processing
Deceased Module
- How to Search by Deceased Record
- How to Search for Veterans
- How to Add a Contact and/or Next of Kin to a Deceased Record
- How to Add an Obituary to a Deceased Record
- How to Add a Profile Photo to a Deceased Record
- How to Delete a Deceased Profile Photo
- How to Transfer a Deceased Record to a New Location
- How to Add a Decedent to a Location
- How to Mark a Deceased Record as Confidential
- How to Search by Dates in the Deceased Module
- How to Add Service/Event Details to a Deceased Record
- How to Find the Total Number of Deceased Records in Your Cemetery
- Exploring the Deceased Record Page
- How to Mark a Person as Pre-Deceased
- How to Search by Funeral Homes in the Deceased Module
- How to Update Depth and Grave Details from the Deceased Module
- How to Delete a Deceased Record
- How to Add a New Deceased Record from the Deceased Module
- How to Add a Military Service Record
- How to Search the Number of Veterans Per Section
Documents Overview
- How to Add Documents to Deceased Record
- How to Edit Documents: Rolling Back Edits
- How to Add Documents to a Location
- How to Manage Documents on the Deceased Pages
- How to Edit Documents: Adding Text
- How to View Documents in Management
- How to Edit Documents: Shapes
- How to Edit Documents: Drawing
- How to Delete Documents in Management
- How to Edit Documents: Rotating Images
- How to Edit Documents: Renaming File
Dynamic Forms Overview
- How to Add (or Update) a Dynamic Form in your Settings for Generating Documents
- How to Electronically Sign a Document
- Generating a Document from a Dynamic Form
- Generating a Dynamic Form Document from an Owner Profile
- Generating a Dynamic Form Document from a Contract
- Generating a Dynamic Form Document from a Deceased Record
- Generating a Dynamic Form Document from a Location
- Generating a Deed or Right of Interment Dynamic Form from a Location
Locations Module
- How to Search by Location
- Exploring the Grave Space Details Page
- Exploring the Location Page (Old)
- How to Reserve a property
- How to Edit a Grave Property Type
- How to Add an Additional Burial Right to a Grave
- How to Delete a Grave/Burial Right
- Exploring the Location Page
- How to Edit a Location
- How to Add a New Location
- How to Add (or Update) a New Ownership Stakeholder to a Location
- Viewing Maps from Location Search
- How to Update Depth, Price and other Grave Details from the Locations Module
- How to Disinter a Deceased Record from a Location
- How Remove an Owner from a Location
- Editing the Layout of a Location
- How to Add a New Grave/Burial Right to a Location
- How to Update The Status of a Grave/Burial Right
- How to Search for Available Property in webCemeteries Management
- How to Edit A Grave's Mapping
- How to Edit a Grave Name/Title
- How to Add/Edit a Grave Comment to a Burial Right
- How to View the History of a Grave/Burial Right
- How to Edit Grave Layout View
Maps
Memorials Module
- How to Search for a Memorial
- How to Add (or Update) a Customer to a Memorial
- How to Add a Memorial to a Location
- How to Upload Memorial Photos and Set a Primary Memorial Photo
- How to Add a Memorial to Multiple Graves in a Location
- How to Add a Memorial to a Grave/Burial Right
- How to Delete a Memorial
- How to Add (or Update) Memorial Vendors
- How to Delete a Memorial Photo
Ownership Module
- Guide to Stakeholder Roles
- How to Search by Owner
- How to Add/Update an Ownership Stakeholder to Multiple Graves/Burial Rights in a Location
- How to Edit Owner Profiles
- Exploring Owner Profiles
- How to Merge Duplicate Owner Records
- How to Add Documents to an Owner Profile
Payment Processing
- How to Customize Your Settings for Payment Processing
- How to Send a Payment Statement to a Payer for a Balance Owed
- How to Set Up Recurring Statements or Recurring Auto Payments
- How to Process a Transaction with Payment Processing
- How to Search for and Export Payment Processing Data
- How to Set Up Payment Devices for Payment Processing
- How to Customize Your Branding for Payment Processing
Reports
- Understanding Merchandise and Services Reports
- How to Generate a PDF from a Report
- How to Generate Reports
- How to Create a Daily Interment Report
Reservations Module
- How to Edit Reservation Types for the Reservation System
- How to Convert a Reservation into a Contract
- How to Search and Manage Existing Reservations in the Reservation System
- How to create a Reservation in Enterprise Sales
Work Orders Module
- How To Search by Work Order Details
- How to Create a Work Order from Enterprise Sales
- How to Create a Work Order in Enterprise Sales
- How to Create a Work Order from a Deceased Record
- How to Delete a Work Order
- How to Create a Work Order from a Location
- How to Add a Location, Deceased, or Tree(s) to a Work Order
- How to Create a Work Order
- How to Delete a Work Order Job Type
- How to Add a Comment and Photo to a Work Order
- How to View Open/In-Progress Work Orders from Your Cemetery Map
- How to Print a Work Order
- How to Mark a Work Order as Done
- How to Edit a Work Order
- How to Add a Map Area to a Work Order
- How to Add (or Update) a Work Order Template
- How to Add/Edit Watchers for a Work Order
- How to Add/Edit Job Types