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byondpro Configuration
& Processing Guide
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INSTRUCTIONAL GUIDES
Person Records
Tabs of a Person Record
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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
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