FuneralSoft Support

First Call & Enquiries 3

• Adding a First Call
• Recent First Calls List
• Adding a new Enquiry

Client List 8

• Searching At Need Clients
• Searching Preneed Clients
• Searching Closed Clients
• Searching All Clients
• Opening a Client File

View all 8

Editing a Client 4

• Unlocking a Client
• Using Client Menu Tree
• Saving Changes
• Data Entry Controls

Printing Reports 3

• Printing Client Reports
• Word Documents
• PDF Copies