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Field
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Description
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Associated Business Process
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Person
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Salutation
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A selection list of salutations
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First Name
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Text field to record the person's first name
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Middle Name/s
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Text field to record the person's other given name/s
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Last Name
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Text field to record the person's last name (surname)
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Also Known As
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Text field to record alternative or abbreviated first name (e.g. Tom instead of Thomas)
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Reference
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System generated number
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Separate reference number ranges are pre-configured by site.
Required on all deceased, customer and pre-need records
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Status
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Selection list to identify if the person is current (living) or deceased
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Disposition
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Selection to identify manner of person record. Options are: buried, cremated, memorial only (token) and pre-need
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Updated when burial/cremation bookings are completed or when pre-need sales referencing the person are invoiced
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Territory
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Selection list to identify the site associated with the person
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Determines which reference number range is assigned
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Veteran
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Checkbox identifying the individual as a Veteran
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Veteran's Service
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Selection list to identify associated Veteran Service
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Gender
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Selection to identify gender of the person. Options are: male, female, unknown
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Cultural Preference
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Selection list to record cultural group or religious affiliation
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Alert
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A free form text field to record any matters of concern to which staff should be alerted.
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Alert content is displayed as a pop up warning for users when the Person is used in a sale, booking or communication.
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Date of Service
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Date field to record service, burial or cremation date
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Updated when burial/cremation bookings are completed
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Date of Birth
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Date field to record date of birth
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Date of Death
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Date field to record date of death
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Age
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Numeric field to record age at time of death. Format YY.MM
e.g. 65.11 is 65 years and 11 months
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System calculates if dates of birth and death are entered. Can be over-written.
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Baby Details
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Text field to record age details < 1 month
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Authorising Person
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Link to Person record that has authority over the deceased remains
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Updated using Create Authorising Person function
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Holder of Right
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Link to Person record that owns the right of interment for the deceased's cemetery location
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Dynamic lookup to associated Location record
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Funeral Company
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Link to Company record that performed the funeral services for the deceased.
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Updated when burial/cremation bookings are completed
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Consultant
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Link to staff member assigned for family contact
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Follow-up Status
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Lookup to staff lists to show consultant or sales team member assigned to manage post-service follow-ups with the family
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Used in follow up task assignment and family communication processes
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Audit Required
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Checkbox to indicate record to be audited
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Audit Completed
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Date that audit was performed
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Address
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Active
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Checkbox to indicate if address is active for marketing or correspondence.
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Address 1,2,3,4
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Text fields to record street address and residence name
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City
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Text field to record city (suburb/town) name
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Determined on data entry with lookup to standard list of towns/postcodes
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State
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Selection list of state abbreviations
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Postcode
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Text field to record postcode (zip code)
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Country
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Selection list of countries
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Place of death
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Checkbox to indicate if listed address is place of death
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Sage 300 A/P Remit- To Address
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Checkbox indicating integration settings from Sage300. Not a commonly used function.
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ERP AR Address
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Sage 300 A/R Ship-to Address
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Phone / Email
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Primary Phone
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Used to record primary (best) phone number
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Displays on screen alongside person record
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Home Phone
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Alternative home contact number
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Mobile Phone
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Alternative mobile (cell) phone number
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Primary Email
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Used to record primary email address
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Selection will activate email correspondence screens. Used for standard document distribution by email, e.g. quotes and invoices
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