Sara Gard
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Activity overview
Latest activity by Sara Gard-
Sara Gard created an article,
Limit Note Deletion
There is an option on the Admin menu named "Limit Note Deletion". If enabled, only the user that originally entered the note will be able to delete the note. If not enabled, any user may delete an...
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Sara Gard created an article,
Service Type & Subtype Configuration
The Admin >Screen Customizations > Service Type Configuration options allows you add or edit the your service types, subtypes, optionally limit subtype selections to a chosen service type and optio...
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Sara Gard created an article,
Contract Discount Maintenance
Contract Discounts may be applied to the Purchases or configured in a Price Group. You may configure the discount to be a flat dollar amount discount, which is editable, or you may configure a dis...
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Sara Gard created an article,
Integration with GAVERS Electronic Death Registry System
Currently, Halcyon can only integrate with Georgia's EDRS System (GAVERS). Video: GAVERS Integration InstructionsIf you are a funeral home in Georgia AND/OR your Halcyon system has been connected...
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Sara Gard created an article,
Remove One or More Products
This screen allows you to remove one or more products. If a product has existing unsold inventory those inventory items will also be removed. Use the drop downs to select the Supplier and Produ...
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Sara Gard created an article,
Update Price Group Line Item(s)
This screen allows you to easily update a Price Group line item's price for one or more Price Groups. Select the type of Price Group you would like to update a line item for from the link options ...
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Sara Gard created an article,
Tukios Website Integration
Tukios Integration - Version 2 Information Submit a support ticket if you would like to connect Halcyon with your Tukios website. If you are using Halcyon to maintain your client's obituary pa...
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Sara Gard created an article,
Step Details Maintenance
Step details allow you to assign labels within a step on your Tracking screen when you aren't using specific locations within that step. This is a good feature to use if you want to categorize case...
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Sara Gard created an article,
Setting Up Partner Portal Forms
This screen gives you the ability to quickly enable or disable the availability of a form on ALL of your current Partner's Dashboards. To set the visibility for a form for one or more, but not all,...
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Sara Gard created an article,
Partner Portal Administration - Enhanced Version
Partners can use their Partner Portal to submit and monitor requests, using a unique URL and login information provided by use. This article explains your configuration and setup process for the E...