In a nutshell:
From the dashboard, choose the View/Edit Your Data icon. You must have Master or Admin permissions to input, or edit, data records.
On the following page you'll have many menu options.
* NEW for inputting new records
* SEARCH for finding existing records
* PURCHASERS for inputting many records and applying them to a single purchaser
Let's start with NEW. When you choose this option you're presented with an input page containing all your available data fields. Fill in the blanks for each record and then click Save at the bottom of the page.
Some things to notice:
* Dropdowns for Cemetery and Lot Type can be configured in the Settings area.
* Data fields below "Amount Paid" can optionally have dropdown boxes for pre-inputted information so that you can just select from an option that already exists instead of re-typing information for every record. You can configure this option in the Settings page.
* If you don't see a data field for the information you want to input, you may want to try adding some custom data fields.
* When inputting a purchaser for this record, you can either choose from a purchaser that already exists in the system via the dropdown, or just type in new information for a purchaser that doesn't yet exist in your records.
* Dates must be in whole month/day/year. If you input only a year, it will automatically default to January 1 of that year. We understand that many records may not have month and/or day, but this system does require a full date.
* The remarks may be as much information as you'd like to provide, not limited to 255 characters.
Be sure to click the SAVE button at the bottom of the page before logging out or jumping to another page.
With the record saved, you're then taken to a recap page of all the information you've inputted. If you feel you've missed anything, you can jump right back into the editing page by clicking the red link at the top of the page.
Make any edits and then, again, be sure to scroll down and click SAVE.
You can also add JPG images to your data records. (No, you cannot save PDF, PNG, or any other file types, they must be JPG files). To do this:
* Edit the data record.
* Scroll to the bottom of the page.
* Click on the Add Images button.
* Click on the button to locate the file on your device (can be a mobile device or PC).
* Click the button to Upload the Selected File (you can only upload one file at a time).
* The image will be displayed at the bottom of the recap and/or edit page. You can click on the image for a full screen version.
* With the image fully displayed in it's own window, you can rotate the image, if necessary, or delete (if unwanted).
* You can add as many images to a single data record as you like (but one at a time, not in bulk).
When you want to search for your data records, click on the Search menu. If you don't input any filters and just click the Search button you will be presented with the first 1000 records in your database. But you may want to filter your results. You can either search by keywords (one or more, separated by spaces), by date range, or by grave location. But you cannot use all three filter types at once. If searching by keywords, you can check/uncheck different data fields to be included in the search filtering. If searching by date, you can select from the dropdown the type of search to perform, and then input your data range (or leave one of the dates empty to make it open-ended). If searching by grave location, you can input all or a subset of three available grave identifiers (whole in in part). Click on the Search button to get matching data.
When data is returned at the bottom of the page matching your filters, you can click on the View hyperlink to be taken to the data record recap page.
You can also input new records via the Purchasers Manager. Click on the Purchasers menu to get there. If you already have some, you can click on the Edit links, otherwise you can Add New Purchaser.
With the purchaser open, you can edit their information (as well as reviewing or adding grave records for this purchaser). An abbreviated window appears so you can input information for the cemetery record being purchased. Click on Save when you're done inputting this information. From here, you can select cemetery records to be added to an invoice, or even generate a deed for the cemetery record.