Promote Custom Rolodex Entries

Have a business or contact you work with on a regular basis? Promote them as a custom Rolodex entry to use for all cases.

    Promote Custom Entries:

    When someone enters a person, business, or organization in a case, the contact is saved to  that case. However, it won't be available across all cases until a Funeral Home Administrator promotes the custom entry to the Rolodex.

    To manage your Rolodex, go to Admin > Rolodex.

    Rolodex under Admin drop-down


    To view custom entries:

    Select Filter Contacts > Check the box for Custom entries only > Show in a New Tab.

    Filter Contacts pop-up


    The new tab will show all the custom contacts that have been entered into cases.

    From here, you can delete duplicates, edit typos, and promote any contacts that you want to use across all cases.

    If you see an entry you want to delete, select the trash can icon next to the entry.

    Trash can icon to delete an entry


    To edit, select the entry name. From here, you can update the type of entry, contact information, and more.

    Contact Information fields


    To save the tab > Select Save > Enter the Tab Name > Save.

    gif showing how to save using the Save button and pop-up


    If you find a custom entry you want to promote, select the Name.

    select the Name of desired entry


    Scroll to the bottom of the page and check the box for Promote to Main Rolodex > Save.

    checkbox for Promote to Main Rolodex


    The contact will now appear as an option on all of your new cases and will no longer appear when you filter for Custom Entries Only.

    Case Only Custom Entries:

    Administrators also have the option to prevent the creation of custom contacts.

    Under Admin > Organization, select Corporate Info.

    Under Basic Information, select the box for Custom Rolodex entries, created in a case will be 'Case Only' and Save.

    Basic Information fields on Corporate Info tab


    This option will apply to the entire organization.


    Need More Information?:


    Need Help? Email us at or call 1-800-692-5111!