Sara Gard
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Task Label Maintenance
You may define and assign labels to your tasks at Setup > Miscellaneous Setups > Tasks > Task Label Maintenance. The default label names are high, medium and low, however you can create labels how...
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Insurance Assignments
You may maintain your list of Insurance Assignments for an individual via the Assignments tab for the Client Information. Note: If you do not see the Assignments option on your menu, please cont...
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Reception Details Maintenance
If you use cremation body tracking you may wish to add a short detail to your bodies in the first/reception step. If you activate this option you will be able to assign a detail from your entered ...
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Add At Need Payments
You can enter payments for At Need cases in a couple different ways. One is by visiting the Account tab for each client and the other is via the At Need Account Payment options on the Financials ...
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CFS (Consolidated Funeral Services) Integration
Enabling the Connection To send information from Halcyon to your CFS website you will need to allow the integration in your CFS and Halcyon Admin areas. Step One: Log in to your CFS Administrative ...
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Two-Factor Authentication
What is 2FA (Two-factor Authentication)? 2FA, also known as Multi-factor authentication, adds another validation step to the login process. Without 2FA a user enters their username and password and...
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Custom Reporting - Search by Name
This performs the same search function as the Search By Name widget that you can set to be visible on your Dashboard. The search will locate clients and contacts who have a first, middle, last name...
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Custom Reporting - Search by Case Details
This search is extremely flexible and allows you to customize searching for cases that match your desired criteria. Check the boxes next to the data you wish to include in your results. You can li...
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Multi-Branch Case Numbering
NOTE: This article only applies if your funeral home or crematory is configured for multi-branch/servicing locations. If your funeral home or crematory is configured for multi-branch/servicing loca...
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Payment Portal Settings
How Does Halcyon Process Credit Cards? The Web Payment Portal allows visitors to make a payment on their account. In order to use web payments, you must have credit card processing enab...