Erin Gard
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Activity overview
Latest activity by Erin Gard-
Erin Gard created an article,
Pre-filled Form Creation
Pre-filled Form CreationThis feature is intended to allow funeral homes and crematories the ability to create their own pre-filled forms for the sole use of their location(s). Please make sure that...
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Erin Gard created an article,
Portal Instructions- for Partners using "Basic" version
Partners can use their Partner Portal to submit and monitor requests, using a unique URL and login information provided to you by your Servicing Partner. This article explains the options availabl...
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Erin Gard created an article,
Integration with Tribute Tech Websites
In order to interface with Tribute Tech websites, first you will need to have an account with Tribute independent of Halcyon. Then simply create a help ticket with us and request a connection. We w...
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Erin Gard created an article,
Set Financial Close Day
Setting a close day for financial edits will prevent non-Administrator level users from editing financial data after a certain date. For example, if financial reporting for February is run on March...
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Erin Gard created an article,
Master List Maintenance
Via options on your SuperAdmin menu you may maintain a master list of your products and product information which you may download to your selected locations. You can always update the product in...
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Erin Gard created an article,
Super Administrator Functions
There are two ways to configure multi-location firms. One is multi-branch and the other is SuperAdmin. Please see the overview article for more information about the differences. This help arti...
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Erin Gard created an article,
Password Reset Settings
Administrators have the option to require users to reset their password at regular intervals. This option allows you to maintain these settings. Enter the number of days after which you'd like to ...
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Erin Gard created an article,
How do I remove former staff members?
If you need to remove a staff member and inactivate their login, you can do so from the Staff Maintenance page, under the Admin panel. If you delete a staff member from this screen their login will...
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Erin Gard created an article,
How do I change a case number?
Administrator level users can change the case number for an existing case at Admin > Case Maintenance > Change Case's Case Number. There are other options in here such as inactivating a case and r...
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Erin Gard created an article,
Message Template Maintenance
Crematories can set up message templates to be available for use to send to case contacts and/or trade partners from their tracking screen from this page. See the Tracking help article for more in...