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Features
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Creating a Case
Managing Your Account
Case Managment
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Internal Communication
Price List
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Rolodex
Organization
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Accounting
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Care Center
Collaboration
Dashboard
Decedent Tracking
Inventory
Print & Forms
Release Notes
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Aftercare Integrations
Answering Service Integrations
Payment Integrations
Preneed Integrations
Print Integrations
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Support
Features
Getting Started
Creating a Case
Managing Your Account
Case Managment
Case Types
Checklists
Internal Communication
Price List
Roles & Permissions
Rolodex
Organization
Accounting & Financials
Accounting
Check Writing
Contract
Payments
Features
Care Center
Collaboration
Dashboard
Decedent Tracking
Inventory
Print & Forms
Release Notes
Installs & Integrations
Aftercare Integrations
Answering Service Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Reporting
Survey Reports
System Reports
User Reports
Features
Get Updates and Guides to Using Our Best and Biggest Features
Care Center
Getting Started With the Care Center
How to Configure the Care Center Dashboard
How to Set Up Checklists & Merchandise for the Care Center
Collaboration
Collaboration Center (Webinar)
Collaboration Messaging FAQs
How to Send an Invite to the Collaboration Center
How to Set Up the Collaboration Center
Dashboard
Getting Started with Dashboards
How to Change Your Case Listing Views
How to Configure & Share Your Dashboards
How to Customize Your Case Listing Page
How to Filter Cases with Case Listing Tabs
How to Find Unsigned Cases on the Case Listing Page
See more
Decedent Tracking
Getting Started with the Decedent Tracking App
How to Create a Case in the Decedent Tracking App
Inventory
How to Add Inventory to the Goods & Services Page
How to Run a Price List Inventory Report
How to Set Up Inventory Management
Print & Forms
Creating Custom Documents (Webinar)
Creating Forms FAQs
How to Create a Form
How to Customize Form Categories & Documents
How to Run Batch Forms
See more
Release Notes
1/17/2020 - Release
12/23/19 - Release
11/18/19 - Release
11/07/2019 - Minor Release
11/5/2019 - Minor Release
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