First Call & Enquiries
Taking and managing First Calls & Enquiries
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
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
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