First Call & Enquiries

Taking and managing First Calls & Enquiries

Adding a First Call
Starting a First Call The First Call button is always visible in the top-right corner of the FuneralSoft screen. Click this button to commence a first ...
Sun, 26 Apr, 2015 at 11:49 PM
Recent First Calls List
Most Recent First Calls This list displays the most recently created Clients via the First Call screen. System options can be configured for the number ...
Sun, 26 Apr, 2015 at 11:52 PM
Adding a new Enquiry
Funeral enquiries can be processed via the Enquiry screen. This facility can be used for Preneed enquiries (request for quote etc) and for pending At Need...
Thu, 4 Aug, 2016 at 1:27 PM