The Funeral Home Info tab allows for configuration of settings and information specific to funeral home branches in the system. To access these settings, navigate to the settings page and select the Funeral Home Info tab.
Various pieces of information regarding funeral home locations can be configured under this section. Address and contact information can all be configured here for each branch. The drop down list at the top of the section can be used to navigate between different branches when editing information.
Other important information such as license number, branch manager, time zone and tax ID can all be configured in this section as well.
On the right side of the section, various options are available to change funeral home level configurations and information.
- Price List
- The price list option allows for price lists to be setup or changed for different branches in the system. For more information on price lists, check out our price list article.
- Set Up Drop Downs
- This area allows you to customize drop down options that appear in various drop down lists throughout the program. To add or changes options, select a Field Category and type your new entry in the data box and hit save. To edit an existing entry, simply highlight the option, change the text in the data box and hit save. If a drop down contains people or places, those changes would most likely need to be made in the rolodex.
- This area allows you to customize drop down options that appear in various drop down lists throughout the program. To add or changes options, select a Field Category and type your new entry in the data box and hit save. To edit an existing entry, simply highlight the option, change the text in the data box and hit save. If a drop down contains people or places, those changes would most likely need to be made in the rolodex.
- Manage Zip Codes
- This area allows you to adjust zip code information in the database that your SRS software uses. The top area of the window will allow you to search for zip codes based on city, county, township, borough, state or directly using a specific zip code. Zip codes and city/state information will display in the bottom area. If you need to adjust any of the information for a particular zip code, highlight the entry, edit the information and click the save button. New entries can also be added to the zip code database by clicking the "Add New" button, filling in the details and clicking save.
- This area allows you to adjust zip code information in the database that your SRS software uses. The top area of the window will allow you to search for zip codes based on city, county, township, borough, state or directly using a specific zip code. Zip codes and city/state information will display in the bottom area. If you need to adjust any of the information for a particular zip code, highlight the entry, edit the information and click the save button. New entries can also be added to the zip code database by clicking the "Add New" button, filling in the details and clicking save.
- New Company Notification
- This area gives you the ability to add an internal notification that will appear on the dashboard for users. Notifications can be posted to the dashboard for all corporations and funeral homes or to specific corporations and funeral homes.
- This area gives you the ability to add an internal notification that will appear on the dashboard for users. Notifications can be posted to the dashboard for all corporations and funeral homes or to specific corporations and funeral homes.
- Automated Job Settings
- This area allows you to setup the automated job notifications. To setup a job, select a job from the job drop down list. If the job is active make sure the active checkbox is toggled. Under job frequency, the frequency of the job can be customized using a variety of pre-defined frequencies such as daily, bi weekly, quarterly, annually and more. Under delivery method, the method of delivery can be configured. For example, if the job is to be emailed to staff members, recipient email addresses can be added to receive the job notification to their email address.
- This area allows you to setup the automated job notifications. To setup a job, select a job from the job drop down list. If the job is active make sure the active checkbox is toggled. Under job frequency, the frequency of the job can be customized using a variety of pre-defined frequencies such as daily, bi weekly, quarterly, annually and more. Under delivery method, the method of delivery can be configured. For example, if the job is to be emailed to staff members, recipient email addresses can be added to receive the job notification to their email address.
- Register Branch to E-Pay Insurance
- This option allows you to register a specific branch for E-Pay insurance.
- Clear All User Locks
- This option will unlock all tabs on cases to for all users in the system. Anything that certain users may not have been able to see before on cases due to permissions on their account will now be visible to them.