^{Instructional Guide}

Tabs of a Person Record

A person record has many tabs designed to capture further information about the person such as marketing information, special notes, appointments / communications, ROI and interment records, pre-need items linked to the person, etc.

The tabs include:

Summary
Additional Details
Notes
Communications / Reference Communications
Documents
ROI Records*
Interments
Sales & Booking
Cases
Receipts
Pre-Need Items
Cremated Remains / CR Locations
Tracking

Further in this section, the Addresses, Phone/ Email, and Relationships tabs will be reviewed in relation to updating person records.

The contents of Tabs of a Person Record

Summary

Additional Details

Notes

Communications / Reference Communications

Documents

ROI Records

Interments

Sales & Booking

Cases

Receipts

Pre-Need Items

Cremated Remains / CR Locations

Tracking