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 Profile > Profile.

Complete or modify the following information:

• Company Name
• Copyright Name
• Branch Name (allows the system to distinguish between multiple branches if the company name is the same)
• Business Code Number
• Funeral Home License Number
• ​Tax Number
• Call Volume (annual)
• Address information.
• Phone Number
• Fax Number (if applicable)
• Contact Person (primary contact)
• Contact Email – this is primary contact’s email address, which will also be displayed on your website
• Website Address (URL)
• Email for Website Forms (email address where all forms submitted by online visitors should be sent; separate multiple addresses with comma and space)
• Email for QuickSearch Reports (email address to receive reports of searches done on website by online visitors; separate multiple addresses with comma and space)
• Email for billing information (email address to receive all invoicing; separate multiple addresses with comma and space)
• List the communities you serve (separate multiple communities with comma and space)
• List any additional keywords you would like to use that relate to your firm (ex. pre-arrangement, cremation, family owned, etc.)
• Show birthdays on the web (birth dates of deceased)

*Always remember to SAVE all changes before exiting the page.

If your funeral firm has more than one location (branch), make sure all are listed. If they are not, create a new profile using the button at the top right. If a location’s profile is already open, you will not see this button until you save.

• General Settings
• BOM Flower Order Settings
• Frequent Charities