Family Advisor

Product Description

Family Advisor Management Edition is of great value to the funeral director because it helps increase profit per call, decrease overhead costs and increases family comfort and satisfaction. The software improves day-to-day operations in the funeral home by making it easy to print forms, keep accounting records, and even print custom pages for various stationery items. All of these integrated features help the funeral director save time on administrative tasks and focus on the family. Even more importantly, it helps family members learn more about service and merchandise options and therefore make better selections in a more comfortable setting. Baby boomers and their children are more and more computer literate, feel comfortable making choices from a computer screen, have less patience with completing piles of paperwork, and feel less comfortable with entering a traditional selection room. It is important that funeral directors stay on top of this changing trend by actively incorporating technology into their businesses, and Family Advisor Management Edition makes that process a simple and effective one by providing a solution that covers every aspect of a funeral home’s duties.

Product F.A.Q.

Please browse the below questions and provided answers if you need assistance. More often than not someone else has had the same problem you are having and it could have a simple solution.

  1. Login to the admin
  2. Click on “Customize FA” button in the nav bar (you are now on the Burial Arrangement side, if you need cremation products click the “cremation information” link at the top of the page)
  3. Click on one of the select products links (Select Casket, Select Vault, etc)
  4. From these pages you can turn on items and set their prices.

We do not support Windows 10 and therefore Family Advisor will not work on that operating system.

Reboot the machine to force a hard start of the SQL server &IIS. If it continues to fail after a restart please call our support line.

Typically this is due to a firewall turned on for that machine or the internet connection is down.

  • The first place to look is the windows firewall in the control panel. If this is on then shut them off & try the update again.
  • This can also be cause by an internet security program (Norton, McAfee, etc). Just disable the security program for 15 min which should allow the update to run. You may have to disable the actual firewall in one of these programs.
  • Check the connection on a different machine to see if it just the one machine or the whole connection is down.

(Current Version as of 1-25-16 is 13.028) To check the version:

  1. Login to the admin side
  2. Click the setup button on the left nav bar
  3. Scroll down the page to find the software version field.

Please call the support line for help with this function

This is usually due to the product being out of stock or simply not turned on. Check the product in the administration side to see if it is turned on, priced and not greyed out.

This means that the inventory update failed to run or became corrupted during the download. Run the inventory update again.

The error that shows up will usually give you the cause of the problem. Typically it is due to something entered incorrectly in the Bio section or the service section (dates, times, etc). Double check all dates and time to make sure they are in the correct format.

  1. Login to the admin
  2. Click on “Customize FA” button in the nav bar (you are now on the Burial Arrangement side, if you need cremation products click the “cremation information” link at the top of the page)
  3. Click on one of the select service links (Select Service, Select Facilities, etc)
  4. From these pages you can turn on services and set their prices.