Management System

Below is 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 feel free to print off each section or bookmark this page for future help.

Training 1, part 1: System Setup

Desktop/Main Overview

• Your FrontRunner Desktop
• Records
• Announcements
• Global BOM Settings
• Approve Photos
• Approve Stories
• SimplyOne Account
• Directory

System Setup

• System Profile
• General Settings
• Flower Order Settings
• Frequent Charities
• Databases > Charities
• Products
  

Data Setup

• Quickfill & System Data
• Employee Maintenance
• Obituary Templates
• Invoice Setup
  

Pricing Setup

• Package Pricing
  

Arranging Director Admin

• Change an At Need Contract Number
• Change a Preneed Contract Number
• Void an At Need Contract
• Void a Preneed Contract
• Delete an AddOn
• Sales Tax Setup
• Maintain Forms
• Define Default Data Field Visibility on Client Screens
• Configure Text Message Notifications
• Maintain Password and User Accounts
• Email Address(es) to Use for Obituary Communications
  

Training 1, part 2: Create a Record, Book of Memories Overview

• Create a Record
• Book of Memories Overview

Training 2: Website Editing

• Intro to Website Editing
• Editing the Home Page
• Add Photo
• Create Link/Hyperlink
• Add Staff Members
• Add Facility Photos
• Add Products
• Add Business Listing

• Managing Your Website
• Organize Pages
• Create a New Page
• Page Settings
• Upload a File

• Making Your Website Changes Live

Training 3: Virtual Showroom

• Create a Virtual Showroom
• Edit a Virtual Showroom
• Launch a Virtual Showroom

Marketing Center

• Ad Library

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