Erin Gard
- Total activity 167
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 3
- Subscriptions 84
Articles
Recent activity by Erin Gard Sort by recent activity-
Obituary Template Maintenance
This screen allows you to edit, delete, and add new obituary templates that will populate with fields that you designate. Click "Add a Template" to add a new obituary template. Adding a new templa...
-
Initial Configuration
Initial Configuration Before you start using your Halcyon system, there are some important configuration steps that you should begin with. Configuring Your Contract Format At Need, Trade Cremation...
-
System Requirements
You will need a device with internet access. You will need free Adobe® Reader. Since Halcyon creates PDF documents for the forms and reports, you will need the latest version of Adobe® Reader inst...
-
Dashboard
Your Dashboard is composed of widgets- these are collapsible segments that provide you with quick information about different areas of your system. You can collapse the information that widgets dis...
-
Services
Services The Services tab allows you to maintain events associated with a case. The Biography, Services, and Contacts tabs have many fields available for your use. You probably won't need all of ...
-
Case Account
AccountThe Account tab is where you post individual payments or special account charges for the case. This is your go-to for knowing an account's balance. You can print payment receipts from here a...
-
Case Overview
Case Overview At the top of a case screen, you will see a navigation menu for different sections of the Case- Overview, Biography, Services, Contacts, Obituary, Purchases, Account, and Files. Pren...
-
Purchases
Purchases The line items in your purchases screen are set up by Halcyon during your initial configuration. You may decide to proceed with the default line items that we include upon setup, or you ...
-
Add Ons
Add Ons Add Ons are additional items or services that are purchased in addition to the original contract. Add Ons are only available for At Need clients. New Add Ons Select "Enter a New Add On" to...
-
Cases Screen
Cases Screen This screen will show you all of the cases that have been modified in your system within the last two months. By default, you will see 10 entries on this screen, but like many screen...