Add Pre-Need cases to easily convert to At-Need at the time of need.
Create a Pre-Need Case:
Select Create > Pre-Need Case.
Similar to an At-Need case, the First and Last Name are required. Save!
From here, you can add additional information.
Pre-Need Basics, Vital Statistics, Family & Friends, and Veterans Information are the areas most used to capture Pre-need data.
If you add Goods & Services, do not sign the case.
If you sign, the information will appear on your accounting reports.
Signing will happen when the case becomes At-Need.
Convert Pre-Need to At-Need:
Under the Case Information sidebar, select the At-Need tab.
Check the box for At-Need and Save.
Run and download the Pre-Need Lead report to find leads from previous At-Need cases.
Go to System > Reports.
Select System Reports and search for Pre-Need Leads from At-Need Families.
Select your Filters and Run Report.
Save Configuration if you want to run the report again in the future.
Need More Information?:
Need Help? Email us at firstname.lastname@example.org or call 1-800-692-5111!