Missy Wall

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Activity overview

Latest activity by Missy Wall
  • Missy Wall created an article,

    Company Logos

      You have the option of displaying your company logo on many of the forms in Halcyon. Submit a ticket with the logo attached to display on selected forms throughout the system. The image should be...

  • Missy Wall created an article,

    Service Types

    The Admin > Company Maintenance > Service Types screen allows you to add or edit your service types. Note: You cannot delete a service type if it has been previously used.  To change the order of y...

  • Missy Wall created an article,

    Cemetery Maintenance

    The Cemetery Maintenance feature in Halcyon allows cemetery operators to map their cemeteries and record the status of the plots in their location(s).  After Halcyon creates the list of cemeteries;...

  • Missy Wall created an article,

    Screen Customization

    The Case Management Screens allow administrator level users to maintain fields on the Biography, Contacts, and  Services tabs, the Add Case screen(s), and the Partner Portal screen. Adding custom f...

  • Missy Wall created an article,

    Remove Case From Tracking

    Remove Case from Tracking Administrator level users have the ability to remove a case from tracking during any point in the cremation process. Click the arrow icon to remove a case from tracking. ...

  • Missy Wall created an article,

    Place a Tracking Hold

    Place Tracking Hold on a Case This option allows an administrator to maintain holds for decedents currently in process. To set a case hold, click the red padlock icon. You are required to enter a ...

  • Missy Wall created an article,

    Price List Effective Dates

    Administrator-level users can change change price list effective dates at visit Admin > Financial Maintenance > Price List Effective Dates. Select or type in your desired date for each category. T...

  • Missy Wall created an article,

    Multi-Factor Authentication

    Multi-Factor Authentication What is Multi-Factor Authentication? Multi-factor Authentication, also known as Two-Factor Authentication  or 2FA, adds another validation step to the login process.  Ha...

  • Missy Wall created an article,

    Password Reset Control

    Password Reset Control All users can change their password at any time by clicking on the green gear icon on the upper right corner of their Halcyon screen, then selecting the Change Password butto...

  • Missy Wall created an article,

    Staff Usernames and Passwords

    Staff Usernames and Passwords This screen will allow Administrator level users to create, edit, or delete staff logins. It is only used to maintain user logins. If you wish to remove a staff member...