Create a new First Call
View Client List
You can add a new First Call simply be opening the First Call screen and entering information. This will create a Client arrangement and open it once the first call is saved..
Open the client list to view all current At Need clients arrangements. From here you can search, filter and view Preneed or Closed clients.
Open the sample client arrangement to walk-through an arrangement structure and layout. Use edit mode to input or change data.
Browse the catalogue of available coffins.
View the appointments that have been allocated for today or selected date.
Review the status of all current At Need Clients and the status of primary tasks
|10:00am||Service||SMITH Mr James Fredrick|
|10:30am||Viewing||WILLIAMS Mrs Marie Joy|
|1:00pm||Service||JONES Mr Robert John|
|3:00pm||Transfer||McDONALD Mr Gregory Kyle|
|4:30pm||Interment||JONES Mr Robert John|