How To Search Cases
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.
