Searching Cases

Procession Case Search

Cases can be searched for in the system using the search records section in the navigation bar. Options are available to search by last name, date of death and case number.

If you want to see a list of all cases in the system, simply click the search icon with nothing entered in the search bar.

On the search page, cases are listed out showing a variety of information such as case number, name, date of death, address information, branch and assigned director. To open a case, simply double click on the case you want to open.

The case list can be sorted by the different columns of information that display. Simply click on the top of the column to sort the case list by the information in that column. For example, if I want to view all the cases sorted by assigned director, I would click the director column to sort the cases by director name alphabetically.

Basic Search Fields

On the right side of the search page, basic and advanced search field options are available. The basic search fields allow you to filter cases by last name, case number, date of death range, invoice number, funeral home location, director or family last name. Options are also available to toggle the search for at-need cases, pre-need cases or both.

Advanced Search Fields

The advanced search fields allow you to filter cases by keyword or by specific information from the case.

Clicking the checkbox beside a certain information category will show you all the available information fields under the category that you can use to filter cases.

A few more options are also available above the basic search fields section. The money icon will allow you to record payments on selected cases.

The printer icon will allow you to print your filtered case list.

The mail icon will take you to the Mail Merge page where you can generate letters to send out.

Mail Merge

On the mail merge page, a template can be selected for the letter you would like to generate.

After selecting a template, you will see the text of the letter appear in the text editor, along with a generated preview below it. The letter template will include bracketed fields that are used to pull specific information from the case to populate on the letter. In this example, you will see that the deceased name is listed in brackets to indicate that this information will be generated in the letter from the case information.

On the generated preview below the text editor you can see the full letter with the information pulled from the case.

In the bottom left of the screen, a section is available to add fields to the letter. These fields can be added to the letter by double clicking on the field.

Once a letter is ready to be printed, a variety of printing options are available under the "Select Paper and Print" dropdown.

Once you have selected your printing option, simply click the print icon to print out the letter.

Bulk Printing

Letters can be bulk printed for multiple cases at the same time by highlighting multiple cases in the search and clicking the mail icon.

When multiple cases have been highlighted and you are printing your letter, the same letter will be print for all of your selected cases. You will have an arrow in the top of the print window that allows you to view the letter that is generated for each of your selected cases if you would like to go through and view each one before printing.

Phoenix Case Search

If you are using Phoenix, the case search offers a bit more of a simplified view. There are also some differences in the options available for search. Cases can be searched by case number, last name, DOD, invoice number, relation's last name, relation's phone, ID Tag Number and crematory branch.

Phoenix Pet Case Search

The search in Phoenix Pet functions and looks the same as the search in Phoenix. The only difference is that Pet Name, Owner Name and Owner Phone Number are options to use to search for cases.

Trade Case Search

The case search in Trade is very simplified. Cases can be searched by last name, invoice number or date range. A branch filter is also available to search cases by specific branches.

Prospect Case Search

In Prospect, the case search functions similarly to the Procession advanced search except with different fields available. On the right side of the search page, search fields are listed out. Cases can be searched for by lead last name, case number, sales rep and contact last name. Cases can be also be searched for by additional fields such as tags, exclusionary tags, statuses or data fields containing date, age, address and contact info.

InStone Case Search

The case search for InStone functions a bit differently then Procession, Phoenix and Prospect. People can be searched for by identification number and name, or additional search options are available using the primary search focus drop down. In the primary search focus dropdown, four options are available.

• General People
  • This is a general search that searches for any person in the system by name.
• Owners/Grave Purchasers
  • This searches for any person by name and will return only property they own, have owned or have purchased. Additional options are available to limit the search by deed number, account number, date of ownership or whether they are active or not.
• Occupants
  • This searches for any person by name and will only return property where they are interred/reserved. Additional options are available to limit the search by deed number, interment number or interment date.
• Invoices
  • This searches for any person and will return only invoices where they are listed as purchaser on the invoice. Additional options are available to limit the search by invoice number and invoice date range.