Clergy and Locations
Clergy and location information can be easily added or edited in Frontrunner systems.
Depending on which system type you are using will depend on where this information is found within your system. If you see an Arranging Director tab at the top, you are using the Pulse Business System. Otherwise you are using the Web System. Click a system type below to learn how more about clergy members and locations.
For Web Systems
Navigate to System Settings > Databases.
Clergy Members
A list of clergy members will appear on the left. Click one to edit.
To add a clergy member:
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Click Add Clergy Member.
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Enter the name of a clergy member and email address. Add the additional contact information if this is pertinent to your record keeping.
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There is the option for the clergy member to receive a notification one week prior to the anniversary of death for any record that he/she is associated.
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Clergy Approves Receiving Anniversary Notifications – check the box if the clergy member approves
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Anniversary Notification – enter the email for the clergy member
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Check the disable notification box if you do not want emails sent to this clergy member
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Click Save.
Locations
This is where any location such as place of death, service, visitation, reception or interment will be added. A list will appear on the left. Click one to edit.
To add a location:
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Click Add Location in the top right.
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Add the street address, city, province/state and postal/zip in order to generate an accurate Google map.
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Click Test Map to confirm accuracy. If not accurate, locate the GPS coordinates of the location. See section below for more information.
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Check the box if the location is inside city limits.
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Specify the type of location. Check all that apply.
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Save
GPS Coordinates
To find the GPS Coordinates of a specific location:
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Right-click the location in Google Maps
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Click ‘What’s here?’
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The coordinates will appear under the search box. The first set of numbers goes in the first field. The second set of numbers, including the minus sign, goes into the second field.
For Pulse Business Systems
Navigate to System Settings > Data Setup > Quickfill & System Data.
In this section you will find the following categories with editable quickfill data:
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Cemeteries
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Cities
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Contract Discount Reasons
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Counties
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Countries
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Crematories
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Embalmers
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Funeral Directors
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Industries
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Ministers/Clergy
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Occupation
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Organists
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Payees
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Physicians/Coroners
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Place of Death
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Pronouncers
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Provinces
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Relationships
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Religions
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Service/Visitation/Reception Locations
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Townships
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Vocalists
Editable static system data is also in this section under the following categories:
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Depositories - PreNeed
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Disposition
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Education
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Florists
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Gender
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Hairdressers
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Hospital Death Location
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Marital Status
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Non Hospital Death Location
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Obituary Publishers
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Other Disbursements
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Other Service Items
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Payment Method
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Race
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Removal Personnel
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Service Types
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Task List Items
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Trade Accounts