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April 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over 5 months ago

Highlights:

4:13 - Customizing email templates

9:54 - Customizing ID Verification and DC Working Copy email templates

11:33 - ID Verification feature walkthrough

22:54 - Filtering cases in dashboard

26:09 - Case file upload feature walkthrough

29:53 - Manual vs Automatic Review discussion

34:50 - Archiving cases and reminders

38:32 - Invoice and automatic convenience fees

41:07 - How can Parting Pro help funeral home improve customer service?

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