Unlock the full potential of CIMS with our Edit Cemetery Tool, an underutilized feature that offers access to a variety of customizable settings. Many users are unaware of the extensive control this tool provides, allowing you to tailor the software to your cemetery’s unique needs.
To access the Edit Cemetery Tool, click on the cemetery name in the top left corner of your screen. On the drop-down menu, click on the text that reads ‘Edit Cemetery.’
From here, you can edit your cemetery’s basic information, including its name and address. You can also adjust the default date format and add custom text.
'Advanced' Tab
Under the ‘Advanced’ tab, you can add user-defined tracking fields. This allows your cemetery to track things that CIMS doesn’t have a field for already. The text at the top of the tab outlines the types of fields you can add: spaces, burials, markers, deed, carefunds, and customers.
When you add a user defined field, you can choose the method of data collection by clicking the dropdown arrow in the ‘Type’ column.
'Configuration' Tab
With the ‘Configuration’ tab, you can adjust the terminology used to label sections to match the vernacular your cemetery uses. This can be adjusted for different sections of the cemetery if needed, for example, if you’d like to label your columbariums and mausoleums differently from your burial plots.
This is also where the Cost Updating Tool is located. We have another blog post that walks you through how to use this feature.
You can also turn on automatic numbering for burial/deeds. Please note that you will need to add a user-defined field for the burial number for it to auto populate.
'Additional Statuses' Tab
CIMS comes with 5 space statuses. Using the ‘Additional Statuses’ tab, you can add additional space statuses that reflect the needs of your cemetery, such as ‘needs research’ or ‘not for sale.’ This helps keep your records organized and accurate.
'Input Fields' Tab
Using the ‘Input Fields’ tab, you can adjust which fields show up when you click on a burial, space, or marker. There are a variety of input fields in CIMS, and turning off the ones that don’t apply to your cemetery removes excess clutter from your burial records, making them easier to manage.
'Map Shapes' Tab
Under the ‘Map Shapes’ tab, you can choose what shapes are available for markers and burials and change the default shape and size for each.
The Edit Cemetery tool within CIMS is an essential yet often overlooked feature that can significantly enhance your cemetery management experience. By taking full advantage of its customizable settings, you tailor your software to meet the unique needs of your cemetery. Don't miss out on the opportunity to optimize your workflow and make the most of CIMS!
For more information on how to use the Edit Cemetery Tool, contact us today. Our team is ready to help you unlock the full potential of your cemetery management software.
Not using CIMS yet? You can request more information here or schedule a free virtual demonstration with one of our experts here.
