Erin Gard
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Company Information
The Admin > Company Maintenance > Company Information screen allows you to maintain your company information, such as physical address, email, and license numbers. Using the "Use as Default Servic...
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Case Numbering
ID Numbering schemes are maintained separately for different case types. To change the numbering scheme for a case type, first select it from the dropdown menu. Then select between manually or...
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Obituary Publishers
This screen allows you to maintain obituary publishers such as newspapers. To add a new publisher, click go to Admin > Miscellaneous > Obituary Publishers and click on "Add An Obituary Publisher...
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Print Location QR Codes
The Admin > Tracking Maintenance > Print Location QR Codes screen allows administrator-level users to create QR code labels for locations. Check the location(s) that you would like to create QR co...
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Price Groups
Administrator level users can create and maintain Price Groups on the Admin > Financial Maintenance > Price Groups screen. You may change the order in which your price groups display by dragging...
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At Need Invoice and Statement Setup
Invoice and Statement Setup Select which envelope type you are going to use for mailing your invoices/statements from the dropdown menu. Indicate how you want invoices and statements to handle...
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Product Categories
This selection allows you to maintain the categories for your products. There are five category options available. You can rename these categories if you wish. Within each category you will be a...
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Company Message for Dashboard Widget
Administrator level users can got to Admin >Company Maintenance > Company Message for Dashboard Widget to create a company message that will display for the staff members who have the widget en...
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Tax Categories
If you need a change to your tax categories click the support button to contact support or email support@halcyondcms.zendesk.com.
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Product Subcategories
Subcategories are sections within your categories for you to create products in. Once you have your subcategories set up and products in them, you'll be able to use them on the Purchases tab for...