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January 2025 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated yesterday

Highlights:

1:05 Feature Review: Offline Refunds for Online Payments (to be released soon)

5:20 Pro-Tip: How to create a Custom Email with the help of AI

11:30 Strategies for Locating Cases with Email Only

14:36 How to Request A Report of Families Served

15:17 Demo on How To Delete An Invoice

16:42 How to Check Invoice Reminder Status

17:36 Generating a QR Code for Brochures

19:15 How to Disable Automatic Obituary Creation

20:46 Recovering a Deleted Form from a Case

21:37 Adding Multiple Location Links for Service Areas on Your Website

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