Creating New Records

New Menus

Many record types are created using the NEW menu (top right of the byondpro screen). Selecting this displays a selection menu of record types, including:

Company
Person
Sales & Bookings
Cremated Remains (foreign)
Items and Prices
Memorial Items

Other record types are created from within their related processing screens, including:

Cemetery locations
Quotes, invoices and credit notes
Cash receipts
Memorial orders
Appointments

If created from within a parent record, some new forms are pre-filled with related information, for example:

New Sales & Booking record created from a deceased Person record - fills the reference and cemetery location fields
New Appointment created from within a Sales & Booking record - fills with company, sales ID, deceased and location fields
New Case record created from a deceased Person record - fills the reference and cemetery location fields

Person Deduplication Feature

When adding new Person records byondpro will check the first and last names entered against the database and provide a warning if a matching record exists with the same name. A list is displayed of matching records with a snapshot of key dates and address information to help you evaluate if the existing record is the same as you are entering.

If you identify a record match, you can select the record from the grid and continue with data entry.
If there is no match, you can select the button to "Ignore Warning and Enter Individual"

Mandatory Fields

Mandatory fields are marked with an asterisk * and require an entry value before allowing the record to be saved.

If no information has been entered, the user will receive an error message and the field requiring completion is highlighted with a red arrow.