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Support
Features
COVID-19 Resources
Case Tags
Collaboration Center
Webinars
Getting Started
Manage Your Account
Create a Case
Customize Your Dashboard
Communicate Internally
Dive Deeper
Managing Your Account
Calendar
Case Managment
Case Types
Checklists
Price List
Organization
Roles & Permissions
Rolodex
Transferred Cases
Accounting & Financials
Accounting
Check Writing
Contract
Payments
Features
Batch
Care Center
Decedent Tracking
Inventory
Print & Forms
Release Notes
Integrations
Accounting Integrations
Aftercare Integrations
Answering Service Integrations
Electronic Death Record Integrations
Payment Integrations
Preneed Integrations
Print Integrations
Website Integrations
Reporting
Survey Reports
System Reports
User Reports
Internal 🙈
Support
Features
Guides on how to use our best features
Batch
How to Run Batch Deposits
How to Run Batch Forms
How to Run Batch Payments
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
Getting Started with the Decedent Tracking App 🎬
How to Add Locations in the Decedent Tracking App
How to Assign Multiple Tracking Codes in the Decedent Tracking App
Inventory
Getting Started with Inventory Management
How to Add Inventory 🎬
How to Add Inventory to a Contract 🎬
How to Add Inventory to the Goods & Services Page and View Reports
How to Edit Inventory 🎬
How to Transfer/Remove Inventory 🎬
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Print & Forms
Creating Forms FAQs
🚧 (Under Beta Testing) Getting started with eSignatures
How to Add & Edit Memorial Content
How to Create a Custom Form 🎬
How to Customize Form Categories & Documents
How to Manage Standard Forms
How to Edit a Form
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Release Notes
8/10/2020 - Release
7/31/2020 - Release
7/24/2020 - Release
06/19/2020 - Release
06/05/2020 - Release
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