WELCOME TO THE MORTWARE PROFESSIONAL FOR FUNERAL HOMES VIRTUAL TOUR Please use your navigation arrows to move through the tour ortware Professional

Mortware Pro Layout  Mortware Pro is built on Microsoft SQL Server technology  Mortware Pro has unlimited multi company capability  Mortware Pro interfaces with Microsoft Office Applications

Cases Multi-View Listing  The Cases Database is the core of the Mortware system  Cases can be filtered when viewing in the Multi- View screen  Tab screens on Multi- View display the main information of the case  Case Basic Info  Contractees Info  Lot Info  All Case Transactions Info  Case Related Events Case Basic Info Tab

Cases Multi-View Listing Contractee(s) Main Info:  Name  Phone Number  Address Case Quick Access:  Contractee Details  AR Transactions  Comments on Transactions Case Contractee Info Tab

Cases Multi-View Listing Case Quick Access:  Deed Number  Location  Owner  Occupant

Cases Multi-View Listing Case Financial AR Transactions:  Date  Type  Number  Debit  Credit  Contractee  Outstanding  Description Case Account Receivable Info Tab

Cases Multi-View Listing Quick Access to Case Related Events:  Type  Location  Start / End Time  Check List  Description Case Events Info Tab

Case Registration Info Screen  Registration Entry  Deceased Info  Birth Place Info  Quick Entries in Yellow Multiple Addresses can be added or imported from family members

Case Life Info Screen  Employment  Education  Religion  Memberships  Obituary Notice  Veteran Info:  Filing Info: Font will appear Italic when info is inclusive

Case People Info Screen  Family Information  Survivors Info  Pre-Deceased Info  Case Related Contacts Info  Name  Telephone  Case Function  Adding Family or Case Related Contacts  Selecting Existing Contacts

Case Death Info Screen  Death Related Info – Death Notice  Death Location and Hospital Info  Cause of Death  Medical People  Still Births  Additional Info

Case Medical Info Screen  Injury Info  Details  Safety Devices Info  Surgery Info  Findings  Autopsy  Details  Conclusion

Case Body Info Screen  Embalming Details  Embalmer Info  Cremation  Cremator Info  Body Shipping Details  Airline Info

Case Visitation Info Screen  Visitation Info  Type  Location  Start / End Time  Description  Visitation People  Visitation Agenda Items  Add New Visitation  Delete Current Visitation

Case Services Info Screen  Service Info  Type  Location  Start / End Time  Description  Service People Quick access to:  Funeral Directors  Clergy  Officiants  Bearers  Organists  Musicians  Soloists  Readers  Others Appointments Service  Agenda Details  Agenda Items  Service Contacts

Case Events Info Screen  Events Performed  Type  Subject  Start / End Time  Location  Description  Link to the Scheduler  Add or Edit and Event  Appointments  Schedule Human and Physical Resources  Associated Branch Assigned to Resources

Case Events & Scheduler Info Screen  Customizable Calendar  Appointments Assigned by:  Home  Staff  Resources  Facilities  Holidays can be highlighted  Show / Hide  Appointments  Side Calendar  Weekly, Monthly Scheduler Reporting

Case Financial Info Screen  Listing of Charges Setup by Package  Link to the Info Screens of:  Contract  Insurance  Trust  Accounts Receivable

Case Financial Merchandise Screen Info  Listing of Merchandise Items by Type  Merchandise Viewer  Item code, description and price.

Case Financial - AR Info Screen  Single or multiple Contractees Invoicing  Payments Adjustments with optional comments  Notes  Payment Schedule Transfer any invoices, payments or voids to QuickBooks or Excel

Case AR – Payment Schedule Info Screen View Schedule and/or Print  Selecting a Contractee  Assign a Custom Payment Schedule  Details  All the math is automatically done  Handling Agent

Case Financial AR - Accounting Export Info Screen  Export transactions invoices, payments and voids to QuickBooks.  Select what types of transactions to transfer  View the number of transactions of each type exclude specific transactions Generate Reports

Inventory Merchandise Items Info  Set-up Items once  Any Items Can Be Stored With Picture

Inventory Merchandise Items Sales Reports  Filter by  Category  Price  Date  Sort by  Material  Code  Cost  Manufacturer  Detail Reports of items:  Historical Sales  Volume  Profitability

Setup – Main Menu  File  Setup  Tools  Forms Report

User Defined Documents  Displays a list of documents that may be edited or added to  All information necessary to customize these documents is already transferred from the database through the use of merge codes  Documents can be categorized in distribution lists Note: Templates are provided.

Designer Folders & Cards  Folders & Cards are generated within the program by the use of merge codes  Edit templates or customize from scratch in Microsoft Word  Design and store  Prayers  Paragraphs  Pictures

 Unlimited documents mail out for Funeral Homes or Cemeteries  Mail out invoices, statements, annual mail- outs, anniversary letters, etc Mail Merge

Mail Merge – Selecting Profile Filter your database for only the survivors you wish to contact Select the letter or form Generate mailing labels

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