One list for deceased, referents and contacts: search, open the record and reuse the data your firm has already collected.
The phone number of a referent you dealt with months ago already exists inside the funeral agency, but it is scattered across folders, chats and personal notes. Finding it turns into a reconstruction, and it often ends with typing it in again from scratch.
RESTinCloud's Address Book brings deceased, referents and contacts from every case together in one searchable list. A single field matches surname, first name, tax code, email and town; type filters narrow the list; the record holds personal details, birth, residence, contacts, documents already uploaded and links to the case. In funeral home software the point is not to archive: it is to avoid retyping a person who is already there.
Surname, first name, tax code, email and town: five keys matched from a single field.
Deceased, referents and contacts live in the same address book, with type filters one click away.
Personal details, birth, residence and contacts on the same page, editable field by field.
From the record you reach the deceased, the other referents and the contacts of the same case.
Uploaded ID cards and certificates stay attached to the person, with number, issuer and expiry.
You don't retype a contact that already exists: you find it, open it and get back to the case.
| Before | With RESTinCloud |
|---|---|
| Phone numbers hunted across folders, chats and personal notes | One searchable list for the whole firm |
| Separate lists for deceased, referents and contacts | A single address book, with type filters on the same view |
| Documents to track down outside the person's record | ID cards and certificates linked to the personal record |
| Contacts retyped because nobody knows they already exist | Record found again and reused in the linked case |
Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.