Arranging Director Admin

This section of Arranging Director allows you to access the admin settings.

Navigate to System Settings > Arranging Director Admin.

*Only admin users will be able to access this area of the system.

Contract Maintenance

• Change an At Need Contract Number
• Change a Preneed Contract Number
• Contract Numbering Setup
• Void an At Need Contract
• Void a Preneed Contract
• Delete an AddOn
• Reset Write Off Status
• Reset Manual Archive Status
• Sales Tax Setup
• View Contract Status Change Report
• View Contract Data Change Report
  

Form Library Maintenance

• Maintain Forms
• Create GPL Template
  

Define Default Data Field Visibility on Client Screens

Automated Reporting Setup

• Configure Automated Reporting Settings
• Configure Text Message Notifications
  

Maintain Password and User Accounts

Inventory Control

• Define Product Inventory Methods
• Maintain Inventory Transfer Locations
  

Setup Timesheet Values

• Email Address(es) to Use for Obituary Communications

Financial & Quickbooks Setup and Maintenance

Export Raw Data into CSV Data Files

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