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Support
Features
COVID-19 Resources
Case Tags
Collaboration Center
Webinars
Getting Started
Set Up Your Account
Create a Case
Customize Your Dashboard
Communicate Internally
Dive Deeper
Managing Your Account
Case Managment
Case Types
Checklists
Price List
Organization
Roles & Permissions
Rolodex
Transferred Cases
Accounting & Financials
Accounting
Check Writing
Contract
Payments
Features
Care Center
Decedent Tracking
Inventory
Print & Forms
Release Notes
Integrations
Accounting Integrations
Aftercare Integrations
Answering Service Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Reporting
Survey Reports
System Reports
User Reports
Features
Guides on how to use our best 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
Decedent Tracking
How to Assign Multiple Tracking Codes in the Decedent Tracking App
Getting Started with the Decedent Tracking App 🎬
How to Add Locations in the Decedent Tracking App
How to Create a Case in the Passare 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
🚧 Under Beta Testing* How to Add Inventory to the Goods & Services Page and View Reports
🚧 Under Beta Testing* How to Manage Inventory
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Print & Forms
Creating Forms FAQs
How to Add New Memorial Content
How to Create a Custom Form 🎬
How to Customize Form Categories & Documents
How to Edit a Form
How to Manage Standard Forms
How to Run Batch Forms
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Release Notes
06/05/2020 - Release
05/22/2020 - Release
5/8/2020 - Release
4/24/2020 - Release
04/15/2020 - Release
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