Quick Fill & System Data

Navigate to System Settings > Data Setup > Quick Fill & System Data.

The Quick Fill and System Data Maintenance is the central database for all re-occurring data entries. For new Management Systems, it is key to set up important fields such as: Funeral Directors, Embalmers, Obituary Publishers, Other Disbursements, Other Service Items, Service Type, Task List.

Each of these data entries are fields within the client record throughout Vitals, Services, Summary, and Contract sections.

Quick Fill Data

Add items to a pick list. Within a client record, the pick list will automatically be narrowed down by the matching text as it’s typed. If there is no match, the item will automatically be added to the category upon saving. These do not need to be added in setup; there is an option to add them as needed from within the record.

Static System Data Categories

These fields MUST be configured before editing/selecting within a record. Most of these fields will be drop down that will only allow you to choose an entry that is already set up in this section.

Here are a couple of unique fields

Service Types:

Task List

Other Service Items or Other Cash Advances

Obituary Publishers

!As these values are not automatically added to the lists when they are entered within a record and must be maintained via this area, make sure to check each category and add values during the setup process.

*Deleting and editing the Quick Fill and Static System list values has no effect on data previously entered on forms. It only affects the values that will appear in the dropdown lists in the future. You may wish to perform periodic housekeeping and delete infrequently used values that were automatically added to the lists by the Quick Fill Auto Add feature.

← Setup Items Arranging Director Admin →