Erin Gard
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Recent activity by Erin Gard Sort by recent activity-
Setting Up Partner Portal Access
Notification Settings Enter the email address(es) and text number(s) that you would like to use for partner request notifications. The recipients will receive notifications alerting them when a...
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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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Staff Maintenance
This page will allow an admin to add or remove staff members. You can click the name of an existing staff member to view the information for that staff member, as well as edit or delete them. To d...
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Timesheet Settings
This page allows administrator level users to change timesheet settings. Select a pay period type- by a certain number of weeks, first and third weeks, or on the first of the month. Enter the ...
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Setting Up Partner Portal Messages
Administrator level users create and maintain messages to display on a partner's portal Dashboard. Each partner can have their own unique message. You may update each Partner's message individuall...
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List Pricing
The List Pricing section under the Admin>Financial Maintenance allows Administrator level users to set default prices and notes on any of your "static" contract line items. Depending on your busi...
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Add Trade Payments Case-By-Case
Trade Accounts This option allows you to add trade payments. You can enter payments in a couple different ways. One is by visiting the Account tab for each client and the other is via the Trade...
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Maintain Associated Facilities
Associated Facilities are different than your general list of locations; examples of general locations are cemeteries, crematories, or places of service. Your general location list is maintain...
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Location Lock Out Maintenance
Note: This option is only available for crematories using Platinum. This page will allow you to lock a location to prevent cases from being moved to it in the system. Click the red padlock button ...
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Company Photo for Dashboard Widget
Administrator-level users can provide a photo that will appear at Admin > Company Maintenance > Company Photo for Dashboard Widget (if the widget is enabled).