Managing Your Account
Accounting & Financials
4/24/2020 - Release
- When tagged in a case note, receive a notification that contains the whole note and even who mentioned you!
- Now you can enter an Event on the Funeral Options Page without having a date set in stone.
- You can include a Funeral Director’s License Number in User Reports.
- The following Custom Tags have been added:
- From the Disposition Page: Crematory City, Crematory State, Donation Institution Name.
- From the First Call Page: Pre-Need Appointment Location with Address tag dependent upon type of Appointment selected.
- We reminded the CSV download for Price Lists to work smarter not harder and include the filters applied in the download.
- Funeral Directors email in the Collaboration Center was corrected to be the correspondence email.