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July 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over a week ago

Highlights:


โ€‹00:37 Feature Review: Case Details Update

03:14 Pro-Tip: Organizing Your Cases

07:42 Announcement: Coaching Call Coming This August!

09:43 How to Disable Automatic Creation of Obituary

12:09 How to Process a Refund

14:09 How Contracts are Sent out to Customers

15:45 How to record payments

17:30 How Imminent cases can make payments and complete forms

20:29 Default Funeral Director Designation

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