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WELCOME TO THE MORTWARE PROFESSIONAL FOR FUNERAL HOMES VIRTUAL TOUR

. Mortware Pro Layout. Mortware Pro is built on Microsoft SQL Server technologyMortware Pro has unlimited multi company capabilityMortware Pro interfaces with Microsoft Office Applications . . . Cases Multi-View Listing. The Cases Database is the core of the Mortware systemCases can be filtered when viewing in the Multi-View screenTab screens on Multi-View display the main information of the caseCase Basic InfoContractees InfoLot InfoAll Case Transactions InfoCase Related Events.

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WELCOME TO THE MORTWARE PROFESSIONAL FOR FUNERAL HOMES VIRTUAL TOUR

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    2. 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

    3. Cases Multi-View Listing

    4. Cases Multi-View Listing Contractee(s) Main Info: Name Phone Number Address

    5. Cases Multi-View Listing

    6. Cases Multi-View Listing Case Financial AR Transactions: Date Type Number Debit Credit Contractee Outstanding Description

    7. Cases Multi-View Listing

    8. Case Registration Info Screen Registration Entry Deceased Info Birth Place Info Quick Entries in Yellow

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

    10. Case People Info Screen Family Information Survivors Info Pre-Deceased Info

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

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

    13. Case Body Info Screen Embalming Details Embalmer Info Cremation Cremator Info Body Shipping Details Airline Info

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

    15. 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

    16. 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

    17. 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

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

    19. Listing of Merchandise Items by Type Merchandise Viewer Item code, description and price.

    20. 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

    21. Case AR – Payment Schedule Info Screen Selecting a Contractee Assign a Custom Payment Schedule Details All the math is automatically done Handling Agent

    22. Case Financial AR - Accounting Export Info Screen

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

    24. Inventory Merchandise Items Sales Reports

    25. Setup – Main Menu

    26. User Defined Documents

    27. Designer Folders & Cards

    28. Mail Merge

    29. 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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