Advanced Customisation: Button Group
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This enhancement is to allow/deny some user groups access to the buttons through the standard system configuration.
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New button group need to active for following modules:
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Sales & bookings (all tabs)
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Mortuary Care Funeral Arrangements
Location:
(Location -> Location Summary)
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Location
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Change
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Change Holder of Right
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Next Location
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Previous Location
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Assign Certificate No.
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Location List
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New Email
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Reserve Location
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Sales & Bookings:
(Sales & Booking -> Sales & Booking Summary Tab)
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Sales & bookings - Summary
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Funeral Forms
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Change Attributes
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Change Status
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Change Type
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Reopen Sales & Booking
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Booking Confirmation
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Application Documents
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Chapel Bookings Rpt
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New Appointment
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Generated Pandadoc
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New E-mail
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Create Related Person
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(Sales & Booking -> Bookings Tab)
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Sales & bookings - Bookings
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Change
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B1 Lawn Grave
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B2 Monumental Lawn
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B3 Headstone
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B4 Headstone supplied
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B5 Headstone Premium
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B6 Monumental
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B7 Mausoleum
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(Sales & Booking -> Burials Tab)
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Sales & bookings - Burials
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Change
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(Sales & Booking -> Concierge Tab)
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Sales & bookings - Concierge
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Change
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(Sales & Booking -> Communication Tab)
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Sales & bookings - Communication
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Print Communications
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New Communication
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New Appointment
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New Email
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(Sales & Booking -> Sales Tab -> New Sales)
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Sales & bookings - Sales
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New Sales
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Change Attributes
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Change Order Status
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Create Repayment Plan
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Add Item
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Add Location
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(Sales & Booking -> Communication Tab)
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Sales & bookings - Receipt
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ROI Certificate
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ROI Certificate Mausoleum
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Cremation Certificate Prepaid
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(Sales & Booking -> Documents Tab)
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Sales & bookings - Documents
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Add File
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(Sales & Booking -> Memorial Order Tab)
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Sales & bookings - Memorial Order
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New Memoril Order
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(Sales & Booking -> Permit Tab)
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Sales & bookings - Permit
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Filter
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New
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(Sales & Booking -> Cremated Remain Tab -> Cremated Remain Summary)
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Sales & bookings - Cremated Remains
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Cremated Remains
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Change
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Print CR Receipt
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Print CR Labels
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Cremation Certificate
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CR Placement
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CR Collection Authority
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C1 Collect by FD
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C2 Collect by Family
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C3 Scatter CRs
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C4 Scatter Unattended
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C5 Interment of CRs
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C6 Hold CRs
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C7 CR Letter
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Merge CR
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Divide
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(Sales & Booking -> Cremated Remain Tab -> Cremated Remain Tasks)
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Sales & bookings - Cremated Remains
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Task
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New Task
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Print CR Task Report
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Mortuary Care & Funeral Arrangements:
(Mortuary Care -> Summary Tab)
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Mortuary Care - Summary
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Change Attributes
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Change Status
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Change Type
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Reopen Sales & Booking
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Funeral Forms
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Chapel Bookings Rpt
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New Appointment
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Generated Pandadoc
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New E-mail
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Create Related Person
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(Mortuary Care -> First Call Tab)
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Mortuary Care - First Call
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Change
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(Mortuary Care -> Transfer Tab)
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Mortuary Care - Transfer
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New Transfer
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(Mortuary Care -> Funeral Arrangement Tab)
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Mortuary Care - Funeral Arrangements
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Change
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New Appointment
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Save
Cancel
Show Campaigns
Help
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(Mortuary Care -> Musicians & Providers Tab)
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Mortuary Care - Musicians & Providers
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New Service
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(Mortuary Care -> Personal Effect Register Tab)
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Mortuary Care - Personal Effect Register
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Add Personal Effects
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Update Instructions
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Update Collection Info
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Cancel
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