How to Add (or Update) a Customer to a Memorial

Step 1

Log into webCemeteries Management.

Step 2

Add a Memorial to a Location, Add a Memorial to Grave, or Search for a Memorial that has already been added to your cemetery. 

Step 3

On the memorial you wish to edit, click “More” and click “Change Customer.”

Step 4

A window will pop up for you to add or find a person.

Step 5

Start typing the first and last name of the customer. If they already exist in your Contacts and Customers, click the checkbox next to their name (so that you avoid creating duplicate contacts) and click “ADD.” If this is a new customer, fill out the appropriate fields and click “CREATE AND ADD,” which will display where “ADD” currently shows in the screenshot below.

Adding Contacts and Customers to Memorials from your CRM

Currently, you can only add a Person from your CRM, not an Institution.

Step 6

The customer will show in the “Customer” area of the memorial. If you wish to view the full person record for that customer/contact, you can click “View full person record.”