Funeral Home Info Tab In Procession
The Funeral Home Info tab in Procession 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.
Crematory Info Settings In Phoenix
In Phoenix, the funeral home info settings tab is replaced with the crematory info tab. These settings tabs are very similar but there are a few small differences.
The crematory info tab is a more simplified version of the funeral home info tab and the verbiage is more aligned with a crematory then a funeral home. The same details can be entered in the crematory info section except for branch, branch manager, tax ID and website.
Buttons are available to open up configuration options, but there are fewer options then in Procession. In Phoenix, the following configuration options are available which all function the same way they do in procession:
- Setup Drop Downs
- Zip Codes
- Accounting
- Price List
- Automated Job Settings
- Clear User Locks
Some additional options that are available on this tab that are not available on the funeral home info tab are:
- Enable Record Locking
- Allow E-Check/ACH
- Auto-Reconcile CC/ACH Fees
- Options to set default tax and interest rates for late fees
Cemetery Info Settings For InStone
For InStone, the funeral home info settings tab is replaced with the cemetery info tab. The settings under the cemetery info section allow for details about your basic cemetery information, tax rates, interest rates, price list and more to be set up. In the upper half of the section, options are available to edit the name, address, city, state, zip, county, phone, fax, email, local tax rates, default sales tax rate, finance charge rate and number of days until late.
In the lower half of the cemetery info section, options can be toggled for the system to require login, auto-calculate interest when "All Due Bills" is run, compound interest, restrict deletion of payments/adjustments, allow E-Check/ACH, set a program timeout in minutes, set the system time zone and alphabetize template fields.
Buttons are available to open up configuration options, but there are fewer options then in Procession. For InStone, the following configuration options are available which all function the same way they do in procession:
- Drop Down Setup
- Price List
- Trust Setup/Admin
