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Getting Started with Your System

Getting Started with Your System

Once you login to your Pulse system, you will be able to access everything you need to manage your records, website, forms, showrooms, stationery, dvd creator, the Book of Memories, marketing tools and so much more. The pages listed below cover off all aspects of your…

Print Condolences

Add/Edit a Record » Create a Book of Memories Page » Print Condolences

This feature allows you to print NEW (all those that have not previously been printed) or ALL condolences for the family. The page(s) can be printed with (printer icon without X) or without (printer icon with X) a watermark background. Once selected, the system…

Cancellation Policy

Help Resources » Policies » Cancellation Policy

FrontRunner Professional Cancellation Agreement Confidential This document contains proprietary information and may not be reproduced, transmitted, or translated in any manner without the specific consent of FrontRunner Professional. This includes third party…

Stationery Printing

Stationery Printing

FrontRunner offers a variety of stationery options for you business needs. Not only does FrontRunner carry its own stationery line, Print on Demand, we have partnered with other companies to integrate/partner together. Creating stationery products has never been…

My Tribute Gift

Companies We Partner With » My Tribute Gift

Learn about My Tribute Gift, the background, and why FrontRunner chose to partner with them for donations. When FrontRunner looked into developing an online donation system, we met with countless charities that confirmed the dramatic decline in memorial donation…

Memorial Candles

Increase Your Revenues » Memorial Candles

Online remembrance candles provide a unique way for visitors to express their sympathies while supporting the Book of Memories in perpetuity. For more information about your Memorial Candle account, please refer to the Candle Log from your Main > SimplyOne page. For…

FAQs on Memorial Candles for the Purchaser

Increase Your Revenues » Memorial Candles » FAQs on Memorial Candles for the Purchaser

Question: Are the candles real or simply virtual (online) images of support and tribute? Answer: The Memorial Candles are online representations of love and tribute only. No physical candle will be lit in memory of a loved one. Question: How do I correct my spelling…

FAQs on Book Of Memories

Add/Edit a Record » Create a Book of Memories Page » FAQs on Book Of Memories

Below are a list of common questions regarding the Book of Memories. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunner360.com. Question: How do I delete/modify a condolence message, candle message,…

Search Engine Submission Options

Search Engine Optimization (SEO) » Search Engine Submission Options

There are free and pay service submission options available to help enhance your SEO. Free Submissions Complete manual submissions by visiting each search engine and completing the online forms. This will send a ‘spider’ to your site for indexing. Expect…

Support Policy

Help Resources » Policies » Support Policy

We take our support policies seriously and when a customer is in need of help, we focus on their needs until a solution is found. With our funeral home background, we treat all Emergency Support requests with the same attention as our customers do when a family calls…

Honoring a Life

Increase Your Market Share » Honoring a Life

Honoring a Life is a global fight against climate change and a memorial tree program created to give those who are grieving the option of a deeply symbolic gesture to honor their loved one. As a funeral home, you can provide the honoring a life kit to your families you…

Add Donations

Pulse Website-Only Customers » Create a Basic Record » Add Donations

The Book of Memories offers online visitors an opportunity to make a charitable donation in the deceased’s name. This easy-to-use feature is processed through My Tribute Gift Foundation and an official tax receipt is automatically generated and issued with every…

Add Charitable Donations

Add/Edit a Record » Record Management » Add Charitable Donations

The Book of Memories offers online visitors an opportunity to make a charitable donation in the deceased’s name. This easy-to-use feature is processed through My Tribute Gift Foundation and an official tax receipt is automatically generated and issued with every…

Sympathy Cards

Increase Your Revenues » Sympathy Cards

Online visitors can choose a Sympathy Card, personalize it, and have it sent directly to the family or funeral home for only $5. All processing and shipping is managed by our partner Blue Bird. Visitors choose a theme, a date to send the card, a return address, a…

Add Live Chat

Edit / Publish Your Website » Add Live Chat

There are many programs out there to provide you with a Live Chat service to add to your website. There is one we recommend, and have a few clients using this feature already, callled Comm100. For more information, please visit the Comm100 website. You can customize…

FrontRunner Website Settings

Search Engine Optimization (SEO) » FrontRunner Website Settings

Make sure to work on your FrontRunner Settings to help optimize your website’s Search Engine Optimization (SEO). Website > Edit > Site > any page > Edit Details The Page Title field is located in the top section. The Search Keywords and Search Description…

Adding Cremation Services

Increase Your Market Share » Adding Cremation Services

If you are an existing FrontRunner Professional client and wish to offer your community A New World of Choice, we invite you to join Simpler Times. The network helps your firm provide your families with the tools they need to only choose the services and merchandise…

Funeral Screen

Companies We Partner With » Funeral Screen

Funeral Screen has a Digital Signage Software platform which allows you to display personalized announcements and presentations and update display content from any browser with an internet connection. We help funeral home transition away from felt boards with plastic…

Search Engine Strategies

Search Engine Optimization (SEO) » Search Engine Strategies

Once your website is live, the goal is for online visitors to actually find it. The first step is submitting the URL (www.yourfuneralhome.com) to search engines. Start off with Google. *Include your URL on ALL printed materials including the obituary notices in local…

GoFundMe

Companies We Partner With » GoFundMe

We have partnered with the world’s #1 crowdfunding platform, GoFundMe, to create A Helping Hand™. This crowdfunding tool allows you to provide families a way to raise money for funeral costs and offer something uniquely innovative to your community. What is…

Adding your Own Forms

Add/Edit a Record » Setup Items » Arranging Director Admin » Form Library Maintenance » Maintain Forms » Adding your Own Forms

This feature is intended to allow funeral homes to create their own pre-filled forms for the specific and sole use of their funeral home(s). !Please make sure that there is not an existing and acceptable form in the Forms Library before you add a new form. This…

Google Analytics

Search Engine Optimization (SEO) » Google Analytics

All of your Search Engine Optimization (SEO) efforts need to be analyzed and the best tool to do so is Google Analytics. You can easily access an overview of website visits and page views to determine what areas of your website are frequented by online visitors and how…

W.L. Smith

Companies We Partner With » W.L. Smith

AfterLoss Subscription Program Today’s families want to feel truly cared for and you may think your firm must spend a lot of money establishing a grief support program. But, the AfterLoss app makes it truly affordable for you to gift your families with a…

Help Resources

Help Resources

Please use the Help Desk section, found from your Main tab, when you have a question or technical issue with something in your system. You will find a list of helpful tools we have to better serve our clients. Frequently Asked Questions Policies Submit a Support…

ConsumerSide

Increase Your Revenues » ConsumerSide

In today’s changing market, families are looking for more choices, more options, and more convenience when it comes to paying for funeral-related products and services. For many, using a line of credit is essential. Bluefin and FrontRunner Professional have put…

Payment Policy

Help Resources » Policies » Payment Policy

To help ensure a proper billing system for our FrontRunner Professional clients, it is important to outline a payment policy that we feel will benefit yourself and your staff. If you have any questions regarding the payment policy, feel free to email…

Adding Pet Loss Services

Increase Your Market Share » Adding Pet Loss Services

An Unforgettable Friend™ is a network of caring funeral professionals and pet care specialists offering pet loss and bereavement services in their communities. The connection to network members provides families with invaluable grief and planning resources, pet loss…

Gmail

Companies We Partner With » Gmail

We does not host or provide an email service for clients BUT we believe Gmail is the perfect solution for your business. *We are not responsible for how Google Apps works. We are simply recommending this product as we believe is it a good solution. We are not…

FAQs on General Issues

Getting Started with Your System » FAQs on General Issues

Below are a list of common questions regarding general issues. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: My password doesn’t work anymore. I logged into the system…

Search Engine Optimization (SEO)

Search Engine Optimization (SEO)

It’s one thing to create and build a beautiful website filled with relevant information about your funeral firm’s services and products, it’s quite another to have online visitors find your site with ease. Search Engine Optimization (SEO) takes time…

Google Places

Search Engine Optimization (SEO) » Google Places

Claim Your Business Google Places is a feature to help get your website noticed online. Your business stands out when it’s listed at the top of the Google search engine results page. By claiming your business through Google, you can improve your search engine…

Quick Search

Increase Your Market Share » Quick Search

Quick Search Notifier Whenever an online visitor uses the website’s Quick Search function, an email notification is sent to your funeral home detailing what keywords were searched and the number of results found. This is very important while building the website…

Choose And Place Images

Website Editor – Wireframe 2 » Website Editor – Getting Started » Choose And Place Images

Overview The Choose & Place Images menu allows you to select images to be used in various widgets on your site. You can add images to your site from almost anywhere, including your existing site, Facebook account, computer, other sites on the internet, or our built-in…

Website Editor – Getting Started

Website Editor – Wireframe 2 » Website Editor – Getting Started

Accessing Website Editor When accessing the Website Editor tab you may be presented with a page that looks like this: This is typically because you are accessing the Website Editor on that specific computer or browser for the first time. You should see a Pop Up…

MemorialFX Digital Video Tribute

Create / Edit a DVD Slideshow » MemorialFX Digital Video Tribute

We have a new and improved Digital Video Tributes that is now available to clients. In minutes, your firm can create stunning, moving memorial tributes to offer families. Once created, the video files can be burned to a DVD using a preferred program. To get started,…

Create a New Page

Edit / Publish Your Website » Manage Web Page Settings & Files » Create a New Page

Quickly add a new page to your website. Navigate to Website > Manage > Site Map. In the Site Map, you will find an ADD link within each section. You may need to use the arrows to drop down pages/sub-pages. Once you find the section you want to add a new page,…

User Profiles – Web Only

Pulse Website-Only Customers » User Profiles – Web Only

User profiles can be added, updated, or removed at any time. * It is highly recommended that each person logging into the system has his or her own individual User Profile. It only takes a few second to create a profile. Navigate to System Settings > User Profiles…

Tukios

Companies We Partner With » Tukios

Tukios offers high-quality tribute videos that are easy and fast to create. Visitors to the website can purchase a DVD file to burn for themselves or purchase a copy of the DVD or Bookshelf Box Set. Your funeral home earns a commission on these sales. *If you would…

Adding Charities

Getting Started with Your System » Adding Charities

The database section in your Pulse system was created to help reduce the amount of time it takes to create records and utilize the many additional features. We recommend that you designate a period of time to build the local charity database; once the information is…

QuickBooks Accounting Integration

Add/Edit a Record » Setup Items » Arranging Director Admin » QuickBooks Accounting Integration

Before you are able to use the QuickBooks Export feature, you must first integrate your QuickBooks account with the Pulse Management system. Once the integration and configuration processes are complete, your firm will be able to: Sync products and services with…

Configure Packages

Increase Your Market Share » Quote Builder » Adding Products to the Quote Builder GPL » Configure Packages

From the Quote Builder GPL Configuration, select “Configure Packages” Select “Create New Package” Give the package a name, description and price. Special Price is used when you want to temporarily modify a price. The listing at the bottom…

Training Documentation

Help Resources » Training Documentation

Below you will find a link to each system type. Within each, we have provided a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please…

Facebook Integration Setup

Getting Started with Your System » Your Pulse Desktop » Book of Memories Settings » Facebook Integration Setup

Facebook is a great tool for individuals, businesses, organizations, and brands to share their stories and connect with people, including potential clients. Facebook Pages, like timelines, can be customized by adding apps, posting stories, hosting events, and more.…

Selling Products Online

Increase Your Revenues » Selling Products Online

We have a new and improved way to sell products on your website. If interested in adding this to your website, please contact your Success Coach before getting started. Choose a Payment Processing Company To get started you need to set up an account with a payment…

User License Agreement

Help Resources » Policies » User License Agreement

FrontRunner Professional – User License Agreement Amended – July 25, 2015 h3. INTRODUCTION Please read this USER LICENSE AGREEMENT (“Agreement”) carefully and make sure that you fully understand it. You will have the opportunity to accept or reject…

FrontRunner DVT

Create / Edit a DVD Slideshow » FrontRunner DVT

In minutes, your firm can create stunning, moving memorial tributes to offer families. Once created, the video files can be burned to a DVD using a preferred program. Open a record and navigate to Digital Video Tributes: Create New Project *Tip: If the screen…

Adding Rows and Sections

Website Editor – Wireframe 2 » Website Editor – Getting Started » Adding Rows and Sections

Rows Overview Rows are used to organize and arrange the content in your site. Each row can contain one or multiple widgets. Using the Row Design Editor, you can change the row’s background color/image, add a border, or adjust the padding and margins (inner and…

Tukios DVT

Create / Edit a DVD Slideshow » Tukios DVT

Tukios offers high-quality tribute videos that are easy and fast to create. Visitors to the website can purchase a DVD file to burn for themselves or purchase a copy of the DVD or Bookshelf Box Set. Your funeral home earns a commission on these sales. *If you would…

A Helping Hand

Increase Your Market Share » A Helping Hand

We have partnered with the world’s #1 crowdfunding platform, GoFundMe, to create A Helping Hand™. This crowdfunding tool allows you to provide families a way to raise money for funeral costs and offer something uniquely innovative to your community. The funds…

ObitTree.com

Increase Your Market Share » ObitTree.com

ObitTree.com is a commercial-free online obituary and death notice posting site controlled by funeral professionals to help protect the integrity of their profession, the dignity of the deceased, and the trust their families and communities have placed in them. We are…

ASD

Companies We Partner With » ASD

ASD is an Answering Service that is solely dedicated to Serving the Funeral Profession. We have developed software that can integrate directly with ASD. This integration will enable you to reduce your data entry by uploading information directly into ASD’s…

Guest Book

Edit / Publish Your Website » Advanced Website Editing » Guest Book

The Guest Book module creates a guest book that online visitors can sign. All entries are visible on the website page. Once the page is set up, we suggest that you monitor it from time to time. The option to edit or remove an entry is available. If you require a new…

Book of Memories Features

Add/Edit a Record » Create a Book of Memories Page » Book of Memories Features

The information below will allow you to better understand how all the features within the Book of Memories work. If a family member or someone in the community calls / writes asking for more information, this page details best practices and how to access particular…

FAQs on Stationery

Stationery Printing » FAQs on Stationery

Question: How can I expand my working space so I can see more of the stationery? Answer: The system embeds the stationery print engine within the software by default. If you would like a larger screen to work on, you can open the stationery print engine in a new…

Edit a Virtual Showroom

Create / Edit Your Virtual Showroom » Edit a Virtual Showroom

Editing your virtual showroom can consist of changing the style, adding headers and footers, creating buttons, adding products, and uploading photos and videos. Navigate to the Kiosk tab at the top. Use the + to expand the My Showrooms ​category and select the…

Dashboard 2.0

Getting Started with Your System » Dashboard 2.0

The Dashboard is the main screen that will load when you log into the system. You will see many widgets throughout your Dashboard. Setting Up Your Dashboard When you log into your system for the first time you will see a list of default widgets. *Each user will have…

Payment Terms and AN Late Fee Configuration

Add/Edit a Record » Setup Items » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance » Payment Terms and AN Late Fee Configuration

If you would like late fees to be automatically calculated you must first enable the feature for your funeral home by adding payment terms and auto-calculation settings and turning on late fee calculation. If you have enabled automatic late fee calculations, late fee…

Quickbooks Troubleshooting

Add/Edit a Record » Setup Items » Arranging Director Admin » QuickBooks Accounting Integration » Quickbooks Troubleshooting

Quickbooks Log The Quickbooks Log, found under System Settings > Arranging Director Admin > View Logs, will show you the record of all pieces of information that have been pushed (Queued) from FrontRunner to the Web Connector, as well as the status of the items…

Databases – Web Only

Pulse Website-Only Customers » Databases – Web Only

The database section in your Pulse system was created to help reduce the amount of time it takes to create records and utilize the many additional features. We recommend that you designate a period of time to build the database; once the information is added, it can…

FAQs on Records

Add/Edit a Record » FAQs on Records

Below are a list of common questions regarding records. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: I am trying to upload an image but it’s not working. What am I doing…

Navigation and Sub-Navigation Menus

Website Editor – Wireframe 2 » Website Editor – Getting Started » Navigation and Sub-Navigation Menus

Overview The Navigation and Sub-Navigation Menus are links to internal pages of your website. We build these menus automatically based on the pages you have created, and the menu layout may vary a bit from template to template. A well-structured Navigation Menu helps…

Global BOM Settings

Getting Started with Your System » Your Pulse Desktop » Book of Memories Settings » Global BOM Settings

The Global Book of Memories section allows you to set up your captcha preference, date formats, rotation options for photo frame, and the approval process for photos and stories. Navigate to Main > Book of Memories > Global BOM Settings. Display BOM Tunnel Page:…

Creating Forms in MS Word

Add/Edit a Record » Setup Items » Arranging Director Admin » Form Library Maintenance » Maintain Forms » Adding your Own Forms » Creating Forms in MS Word

You will create your Word Document and add the field names from the Fillable Fields list to the form where you would like the data to appear. You must wrap the EXACT value in field name with a double percent symbol. ex – %%Last%% The data will be displayed…

FuneralPay

Increase Your Market Share » FuneralPay

FuneralPay is a online payment processing program geared to addressing the need for more online collaboration within the funeral arrangement process. Now, more family members and even friends can make contributions directly to the cost of the funeral on the funeral…

Your Company Profile

Getting Started with Your System » Your Company Profile

!The System Profile is very important; it is the core source of information that populates many key areas of the system. It is crucial to keep the information up-to-date at all times to continue receiving important updates. Navigate to System Settings > System…

Creating PDF Forms

Add/Edit a Record » Setup Items » Arranging Director Admin » Form Library Maintenance » Maintain Forms » Adding your Own Forms » Creating PDF Forms

To build PDF forms, you will need Adobe Acrobat Pro software. You will create your PDF Document and add the field names from the Fillable Fields list to the form where you would like the data to appear. The data will be displayed exactly as you entered it into the…

System Profile – Web-Only

Pulse Website-Only Customers » System Profile – Web-Only

System Profile Your System Profile is where you can enter/edit all the location and contact information for your funeral home, !The System Profile is very important; it is the core source of information that populates many key areas of the system. It is crucial to…

Create a Book of Memories Page

Add/Edit a Record » Create a Book of Memories Page

The Book of Memories are beautiful and permanent online tributes of loved ones. A wonderful and easy way to preserve cherished memories, a Book of Memories is automatically created once a record is created in the Pulse system. Working with the family, funeral firms can…

Create A New Project

Stationery Printing » Print on Demand Stationery » Create A New Project

Follow these steps to learn how to get started with FrontRunner’s new stationery line. Log into your system and open a record. Click Print On Demand. Click Add Stationery to Project. Click the FrontRunner Line stationery. Select a project. Select a…

Customize a Book of Memories Page

Pulse Website-Only Customers » Customize a Book of Memories Page

The Book of Memories are beautiful and permanent online tributes of loved ones. A wonderful and easy way to preserve cherished memories, a Book of Memories is automatically created once a record is created in the FrontRunner system. Working with the family, funeral…

Webcasting

Increase Your Market Share » Webcasting

Funeral Webcasting allows grieving family members and friends to be part of the service no matter where they live in the world. Our software includes integration capabilities for SympathyNet. When a webcasting event is created, both systems generate an invitation email…

Product Configuration

Add/Edit a Record » Setup Items » Arranging Director Admin » QuickBooks Accounting Integration » Product Configuration

Step 3c: Product Configuration Configure Confirmation Confirm, by checking box, that the configurations below are correct and complete. Configure / Establish Links This section lists all products available in the Arranging Director contract; both shopping basket…

Trade Service Calls

Add/Edit a Record » Trade Service Calls

SetUp You must define your Trade Service Accounts and Service Types before you can begin to enter and invoice trade service accounts. Trade Service Accounts Add and maintain all of the funeral homes/accounts for which you perform trade services for via System…

Introduction

Introduction

Welcome to our Online Manual This is your gateway to everything you need to know while working in your Pulse system. The menu on the side lists the most common tasks associated with the system and how to access the information to create, edit, integrate, showcase,…

Heartfelt Sympathies

Increase Your Revenues » Heartfelt Sympathies

Heartfelt Sympathies offers respectful memorial options for families that demonstrate the love and support of family members and friends when they are needed most. This secure, online portal to personalized products allows visitors to order flowers, memorial cards, and…

Funeral Screen Export

Increase Your Market Share » Funeral Screen Export

The connection will push the following service information to your Signage Studio for any particular day of service: Decedents Name Primary Photo Service Type / Time Obituary Room Name Special Instructions How to Export information to your Signage…

Configure Text Message Notifications

Add/Edit a Record » Setup Items » Arranging Director Admin » Automated Reporting Setup » Configure Text Message Notifications

This section of Arranging Director allows you to define which cell phone numbers to be notified via text whenever an At Need contract is added and/or a discount is given on a contract. Navigate to System Settings > Arranging Director Admin > Automated Reporting Setup…

Employee Maintenance

Add/Edit a Record » Setup Items » Data Setup » Employee Maintenance

This section of Arranging Director allows you to enter the data for each of your employees. Navigate to System Settings > Data Setup > Employee Maintenance. This information is used for general contact information and with the timesheets. Click the green…

WePay

Companies We Partner With » WePay

FrontRunner has partnered with WePay, an integrated online payment platform, to create Funeral Pay. Funeral Pay is designed to address the need for more online collaboration within the funeral arrangement process. Now, more family members and even friends can make…

My Monthly Cost

Getting Started with Your System » Your Pulse Desktop » SimplyOne Account » My Monthly Cost

Compare your SimpleOne earnings versus your net monthly recurring costs. Navigate to Main > SimplyOne Account > My Monthly Costs. Scroll down where you will see your recurring costs for each month and what you earned in each month, along with the net cost to…

SympathyNet

Companies We Partner With » SympathyNet

Funeral Webcasting allows grieving family members and friends to be part of the service no matter where they live in the world. FrontRunner software includes integration capabilities for SympathyNet. When a webcasting event is created, both systems generate an…

Create a Calendar

Edit / Publish Your Website » Advanced Website Editing » Create a Calendar

The Calendar Page Module displays upcoming events in a simple and easy-to-read calendar that contains links to event details. A calendar month will only display if the month contains an event. Events are listed in chronological order by start date. If you require a…

Google AdWords

Search Engine Optimization (SEO) » Google AdWords

More information about Google AdWords as well as Google support contacts can be found at www.google.ca/adwords and www.google.com/adwords. The key to Search Engine Optimization is creating a list of keywords that your community and potential families will type into…

Contract

Add/Edit a Record » Contract

This section allows you to build out a sales contract of service and merchandise items including pricing and discounts, if applicable. Open a record and navigate to Client Arrangement > Contract. Unpaid Balance Due By Date This is a required field in order to…

Tax Configuration

Add/Edit a Record » Setup Items » Arranging Director Admin » QuickBooks Accounting Integration » Tax Configuration

Step 3a: Tax Configuration Click on the ‘Configure Taxes’ link to link tax items and codes from your QuickBooks account. Step 1: Locate the appropriate tax set-up information from your QuickBooks company file. !If you have not set up your QuickBooks tax codes,…

Domain & Sub-Domain Strategies

Search Engine Optimization (SEO) » Domain & Sub-Domain Strategies

An easy and effective domain strategy incorporates search words into the URL. Don’t use domain names that are similar to the name and brand of your competitors. You may also wish to register a domain name that includes the name of your city. Example:…

Dashboard

Getting Started with Your System » Dashboard

When you first login to the system, the Message Center will pop-up showing: New products and services offered. What’s new to the system. The amount of revenue your firm has earned in the SimplyOne account. FrontRunner’s workshop schedule. When…

Print on Demand Stationery

Stationery Printing » Print on Demand Stationery

FrontRunner has now launched a new and improved stationery line called Print on Demand. This stationery line features new themes to match Online Memorial Tribute designs for a full cohesive Book of Memories brand. With that said, you do have the ability to choose…

Approve Photos, Stories & Condolences

Pulse Website-Only Customers » Approve Photos, Stories & Condolences

Approve Photos When an online visitor shares a photo, and if the approval process is turned on, the funeral home can approve any photos that have been uploaded within the Book of Memories. Navigate to Main > Book of Memories > Approve Photos. For any photo(s)…

Invoice Setup

Add/Edit a Record » Setup Items » Data Setup » Invoice Setup

This section of the system allows you to define the text that is used with the invoice creation utility. Navigate to System Settings > Data Setup > Invoice Setup. Select the type of envelope used for mailing, who the invoice is signed by, and the title of that…

The Grief Center

Increase Your Aftercare Services » The Grief Center

Thie Grief Center app provides supportive guidance on funeral planning, grief support and how others can help the bereaved. The Center is packed with more than 35 articles, tips, and important information pieces for your families. *If you would like to activate in…

Policies

Help Resources » Policies

All FrontRunner policies related to billing, support, and cancellation are listed below. You will also find the ULA (User License Agreement), that outlines all details related to your account with FrontRunner. If you have any questions about any of the policies,…

Main Desktop

Pulse Website-Only Customers » Main Desktop

Records The Records section allows you to quickly access or create a new record. Navigate to Main > Records. The Records section, by default, will display all current records. To view any other types of records, select a category (Past, All, Web Only Records) from…

Billing Options

Getting Started with Your System » Billing Options

You can access all FrontRunner billing information at any time. If you have any questions regarding an invoice or one of the policies, don’t hesitate to contact Accounting. Navigate to System Settings > Account Management. current invoices billing…

Client Invoices and Statements

Add/Edit a Record » Setup Items » Financials » Client Invoices and Statements

This section of Arranging Director allows you to print invoices for any outstanding payments. Navigate to Arranging Director > Financials > Client Invoices and Statements. Check the boxes next to the invoices you wish to print and click the ‘Print Select…

E-Commerce

Increase Your Revenues » E-Commerce

The Product Catalog module allows you to quickly generate a product page with pricing, special pricing, and more. The header and footer use a WYSIWYG editor to further help create a professional layout that can be edited and updated in seconds. The additional…

The Remembrance Process

Increase Your Aftercare Services » The Remembrance Process

The Remembrance Process is a step-by-step process from the time of death until the final farewell. It uses time-tested ways to help families move from grief to remembrance. *If you would like to have this added to your website, please contact your Success Coach. A…

Flower Log

Getting Started with Your System » Your Pulse Desktop » SimplyOne Account » Flower Log

The Heartfelt Sympathies Flower Program provides a flower order solution which is fully integrated with the Book of Memories, providing credit card processing and flower delivery from local flower shops. When an online visitor places an order, Heartfelt Sympathies…

Set Account Sort Order, Last Reconciled Date and Current Balance

Add/Edit a Record » Setup Items » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance » Set Account Sort Order, Last Reconciled Date and Current Balance

This section of Arranging Director allows you to set the starting balance and last reconciled date for use with account register information. Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance > Set Account Sort…

Maintain Inventory Transfer Locations

Add/Edit a Record » Setup Items » Arranging Director Admin » Inventory Control » Maintain Inventory Transfer Locations

This section of Arranging Director allows you to define the funeral home(s) that may be involved with inventory transfers. Navigate to System Settings > Arranging Director Admin > Inventory Control > Maintain Inventory Transfer Locations. *Only admin users will be…