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Introducing DataVault PM the newest Microsoft Access Database product to simplify management record keeping and reporting for the Funeral Home Industry.
This release contains the following features:
v Pre-need Product Sales Record Keeping
v Pre-need Contract Journal Record Keeping
v Client information record keeping
v Sales and Contract reporting
Client Information Record Keeping made easy with drop down selection lists to assure data integrity. DataVault stores and maintains:
v Client Demographic Data
v Contract Details
v Easy retrieval of client data by name to support easy posting of payments
v Contract Journal Entries
Reports:
v Individual Pre-need Journal
v Sales by date range and Counselor Report
v Cancelled Contracts
v Pre-need Cash Receipts Journal
v Pre-need Funeral Contracts Register
v By date, location, and Financial institution
v Sales Activity Report
v State Reports
v Sales Reports by location and date range
