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Additional Fields Needed for Foundation Order

The following fields need to be added:

Deceased Name

Foundation Position (This describes where on the lot the foundation will be placed.)

Status: Completed6 comments

Comments6

  • Scott Cahrenger

    •

    Jul 2

    Dennis,

    Do you know when this is going to be implemented? Also, wanted to provide a summary below to make it easier. You may also want to bold or highlight the decedent names in the header.

    Fields that need to be added:

    1. Memorial type copied from customer order (upright, slant, bevel, flat, etc.)

    2. Number of Graves for this Memorial copied from customer order (If you a number of graves field in the cemetery logistics section)

    3. Where should foundation be centered on lot?

    4. Other notes

    • Dennis Rodin

      Team•

      Jul 3

      Hey Scott, thank you for the info. It will be completed early next week!

  • Dennis Rodin

    Team•

    May 22

    Hi Scott, thank you for the feedback. Just so I understand perfectly, what are example values that you would put in the Foundation Position?

    This would help me understand how it's used in a real-life scenario

    • Scott Cahrenger

      •

      May 22

      I think this would be more of a just enter your own text in the field. Some examples are “Center on single grave”, “center on 2 graves… 3 graves… etc”, but some may be a lot with 3 graves or more and the customer asks to center the stone on “Julie and Dave.” In that example you would say “center on Julie and Dave.” What you could do is under the Logistics section and plot info (or just a stand-alone field in logistics), make it a requirement that you enter the number of graves for all orders, then that info gets transferred to the foundation order automatically. The reason for this is, in our business, you have to know how many graves the customer owns to know the max size stone the customer can buy. It’s also crucial to know that info because you have to know where to center the foundation/stone on the lot.

      • Dennis Rodin

        Team•

        May 22

        That makes sense. Thank you, Scott, for the thorough explanation!

        • Scott Cahrenger

          •

          May 22

          I would also add the stone type in there. Flat, Upright, etc. That way we know if we’re doing crushed stone or concrete for the foundation