Erin Gard
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Recent activity by Erin Gard Sort by recent activity-
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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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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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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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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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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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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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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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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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...
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Create Thank You Note
This utility will allow you to create a 3.5 x 5 inch Thank You Note for decedents with an At Need case date within the past six months. Select from the list of available cases to populate the deced...