For the Arranging Director, please refer to the items below to learn more about your Data System Setup.
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- Introduction
- New to the System?
- ~New~ Pulse Dashboard
- Help Resources
- Getting Started with Your System
- Add / Edit / Remove a Deceased’s Record
- Edit / Publish Your Website
- Create / Edit Your Virtual Showroom
- Create / Edit a DVD Slideshow
- Arranging Director
- Add New Client
- Financials
- Inventory
- Forms
- Reports
- Timesheets
- Data Setup
- Pricing Setup
- Arranging Director Admin
- Contract Maintenance
- Form Library Maintenance
- Define Default Data Field Visibility on Client Screens
- Automated Reporting Setup
- Maintain Password and User Accounts
- Inventory Control
- Setup Timesheet Values
- Email Address(es) to Use for Obituary Communications
- Financial & Quickbooks Setup and Maintenance
- Management System Features
- Stationery Printing
- Search Engine Optimization (SEO)
- Social Media Tips
- Increase Your Revenues
- Increase Your Aftercare Services