Erin Gard
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Recent activity by Erin Gard Sort by recent activity-
Create Attendance Letter
This utility will allow you to create a letter of attendance verifying that an individual attended a funeral service. You can create an automatic draft of the letter text from our template by selec...
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Create Client Surveys
The Client Survey utility will allow you to create survey letters for case contacts. Select a date range to select case contacts from. If you want to change your date range, simply replace the da...
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Forms Maintenance
Forms Maintenance Setting Forms Visibility Check the checkboxes in the columns where you want each form to appear- in the Forms Menu, Client Summary page, and/or Partner Portal (when applicable) a...
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Contract Items
Cash Advance Items and Other Service Items are maintained under Setup > Miscellaneous Setups > Contract Items. Click "Add An Item" to add a new item. Type in the name of the item, the default va...
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Forms
Our forms library is constantly being updated and expanded- if there is a form that you would like to upload, you can do so via the Forms Maintenance option in your setup menu.If you need help wit...
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List Maintenance
List Maintenance The List Maintenance options in the Setup > Lists screen allow you to add, edit, or remove list items. Note: Service Types are maintained under Admin > Company Maintenance > Servi...
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Depository Maintenance
This Setup > Miscellaneous Setups > Preneed Funding Depositories >Depository Maintenance screen will allow you to maintain depositories used for Preneed funding. To expand the information for all ...
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Locations
You can add, edit, or delete information on locations such as Cemeteries, Crematories, Places of Death, Places of Service, and Reception Location from Setup > Locations area. You can click the nam...
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Default Task Maintenance
You may setup default tasks that will be automatically added to a Case based on the Case Type and/or Service Type at Setup > Miscellaneous Setups > Task >Default Task Maintenance. Depending on h...
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Create Decedent Tracking QR Codes
The Setup > utilities > Create Decedent QR Code Labels page will allow you to generate Tracking QR codes that are linked to a decedent. Your last assigned QR code will display so you are able to u...