Sara Gard
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Recent activity by Sara Gard Sort by recent activity-
Empathy Funding
Admin > Financial Maintenance > Payment Processing> Payment Portal Settings Empathy Funding is a community funding feature that gives family and friends the ability to make payments to a loved one'...
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Tracking Override Settings
The Override Tracking option will allow a user with Administrative access to circumvent the normal tracking process flow and move a decedent from one location to another open location regardless o...
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Custom Reporting - Search Main Case Contacts
The Case Contacts option under Utilities allows you to select various pieces of contact information data and then optionally download a CSV file with the data. You can use this data however you wi...
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Messenger Make It Personal
If you are currently a customer of Messenger you can send information from Halcyon to Messenger which will eliminate the need for duplicate data entry. There are two ways to send information from...
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Inventory Transfers
You may transfer inventory products between your locations if you have multiple locations and have been configured with SuperAdmin. Inventory transfers between locations must have previously been ...
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Inventory Transfer Locations
You can setup the functionality to transfer inventoried items across multiple locations where you have SuperAdmin rights. When this function is available you will see the link at Admin> Product Ma...
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Tracking - QR Code Tracking Non-Crematory
You may optionally assign QR codes to your decedents if you wish. This feature is NOT enabled when your system is initially configured. QR codes can be used to quickly look up a decedent's record,...
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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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Partner Portal Routes
If your location is setup to service Trade Cremations or Trade Services, administrator level maintain routes using the the Admin > Associated Facilities Maintenance > Partner Portal > Partner Por...