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					ortware Professional
        WELCOME TO THE MORTWARE PROFESSIONAL
           FOR FUNERAL HOMES VIRTUAL TOUR




  Please use your navigation arrows to move through the tour
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
Cases Multi-View Listing
                               The Cases Database is
                                the core of the Mortware
                                system
                               Cases can be filtered
                                when viewing in the Multi-
                                View screen
                               Tab screens on Multi-
                                View display the main
                                information of the case
                                  Case Basic Info
                                  Contractees Info
                                  Lot Info
                                  All Case
                                     Transactions Info
        Case Basic Info Tab
                                  Case Related
                                     Events
Cases Multi-View Listing

      Case Quick Access:
          Contractee
           Details
          AR Transactions
          Comments on
           Transactions

      Contractee(s)
      Main Info:
          Name
          Phone Number
          Address           Case Contractee Info Tab
Cases Multi-View Listing


                           Case Quick Access:
                                 Deed Number
                                 Location
                                 Owner
                                 Occupant
Cases Multi-View Listing

     Case Financial
     AR Transactions:
         Date
         Type
         Number
         Debit
         Credit
         Contractee
         Outstanding
         Description
                           Case Account Receivable Info Tab
Cases Multi-View Listing

                             Quick Access to
                             Case Related
                             Events:
                                 Type
                                 Location
                                 Start / End Time
                                 Check List
                                 Description



      Case Events Info Tab
Case Registration Info Screen

      Registration Entry
      Deceased Info
      Birth Place Info
      Quick Entries in
       Yellow




      Multiple Addresses can be added
      or imported from family members
Case Life Info Screen

                         Employment
                         Education
                         Religion
                         Memberships
                         Obituary Notice

                         Veteran Info:
                            Filing Info: Font
                               will appear
                               Italic when info
                               is inclusive
Case People Info Screen

      Family Information
         Survivors Info
         Pre-Deceased Info

       Case Related
        Contacts Info
          Name
          Telephone
          Case Function       Adding Family or
                                Case Related
                                Contacts
                                  Selecting Existing
                                   Contacts
Case Death Info Screen
                          Death Related
                           Info – Death
                           Notice
                          Death
                           Location and
                           Hospital Info
                          Cause of
                           Death
                          Medical
                           People
                          Still Births
                          Additional Info
Case Medical Info Screen
      Injury Info
         Details
         Safety
          Devices Info


      Surgery Info
         Findings


      Autopsy
         Details
         Conclusion
Case Body Info Screen

                         Embalming
                          Details
                           Embalmer
                            Info



                         Cremation
                           Cremator Info

                         Body Shipping
                          Details
                           Airline Info
Case Visitation Info Screen
                                 Visitation Info
                                     Type
                                     Location
                                     Start / End
                                      Time
                                     Description

                                 Visitation
                                  People

                                 Visitation
                                  Agenda Items

                                 Add New
                                  Visitation

                                 Delete Current
                                  Visitation
Case Services Info Screen
         Service Info
             Type
             Location
             Start / End
              Time
             Description

         Service People
         Quick access to:
          Funeral
             Directors
          Clergy
          Officiants
          Bearers
          Organists
                               Agenda Details
          Musicians
                                   Agenda Items
          Soloists
                                   Service Contacts
          Readers
          Others

     Appointments
     Service
Case Events Info Screen

                                     Events
                                      Performed
                                         Type
                                         Subject
                                         Start / End
                                          Time
                                         Location
                                         Description

                                     Link to the
       Add or Edit and Event         Scheduler
           Appointments
           Schedule Human and
            Physical Resources
           Associated Branch
            Assigned to Resources
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
Case Financial Info Screen
                              Listing of
                               Charges Setup
                               by Package

                              Link to the Info
                               Screens of:
                                 Contract
                                 Insurance
                                 Trust
                                 Accounts
                                  Receivable
Case Financial Merchandise Screen Info

      Listing of
       Merchandise
       Items by
       Type

      Merchandise
       Viewer
      Item code,
       description
       and price.
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
Case AR – Payment Schedule Info Screen
                                    Selecting a
                                     Contractee

                                    Assign a Custom
                                     Payment Schedule
                                       Details
                                       All the math is
                                        automatically done
                                       Handling Agent




      View Schedule and/or Print
Case Financial AR - Accounting Export Info Screen
       Export transactions
        invoices, payments and
        voids to QuickBooks.

       Select what types of
        transactions to transfer

       View the number of
        transactions of each type
        exclude specific
        transactions



                                     Generate Reports
Inventory Merchandise Items Info
                               Set-up Items
                                once
                               Any Items Can
                                Be Stored With
                                Picture
Inventory Merchandise Items Sales Reports
        Filter by
            Category
            Price
            Date
        Sort by
              Material
              Code
              Cost
              Manufacturer




                               Detail Reports of items:
                                  Historical Sales
                                  Volume
                                  Profitability
Setup – Main Menu




                     File

                     Setup

                     Tools

                     Forms

                    • Report
User Defined Documents
      Displays a list of
       documents that may
       be edited or added to

      All information
       necessary to
       customize these
       documents is already
       transferred from the
       database through the
       use of merge codes

      Documents can be
       categorized in
       distribution lists

     Note: Templates are
       provided.
Designer Folders & Cards
                              Folders & Cards are
                               generated within the
                               program by the use
                               of merge codes

                              Edit templates or
                               customize from
                               scratch in Microsoft
                               Word

                              Design and store

                                   Prayers

                                   Paragraphs

                                   Pictures
Mail Merge

          Unlimited
           documents
           mail out for
           Funeral
           Homes or
           Cemeteries

          Mail out
           invoices,
           statements,
           annual mail-
           outs,
           anniversary
           letters, etc
Mail Merge – Selecting Profile
       Filter your database for only the survivors you wish to
           contact
       Select the letter or form
       Generate mailing labels
ortware Professional

             Presentation Over




       Please hit ‘Esc’ button to exit or view
                another presentation
             Questions & Inquiries?

      USA 1-(800)-724-6419 CAN 1-(800)-463-9341
             www.mortware.com

				
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Description: Quick Deed Transfer document sample