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October 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over a month ago

Highlights:

2:06 Feature Review: Invoice Templates

9:56 Tips for Adding Notes to Your Invoice

12:45 Pro-Tip: Using Checkboxes to Autofill Contacts

17:01 Best Practice for Case Creation

18:03 Managing Multiple Signers on a Form

23:04 How to Disable Email Reminders

29:00 Resolving Challenges in Sending Forms to AOL Email Addresses

36:34 Process for Returning a Drop-Shipped Urn and Getting a Refund

37:49 Facilitating Photo Submissions for Decedent ID Verification

50:18 Guide to Accessing the Parting Pro Help Desk

51:52 Clarifying Information Flow Between Online Store and Case Management
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