Sara Gard
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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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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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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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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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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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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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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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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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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...
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Task Notifications
If you have the Premium Messaging option available you will have the ability to notify your staff via their preferred messaging methods (email and/or text) when they have been assigned a task or if...