Parting Pro

What do I do with an active case?

Assigning or updating case IDs

How do I save the information necessary to work on a case in Parting Pro?

Adding logistics information to a case

How to send digital photo to the family for ID verification of their loved one.

Sending a Photo to the Family for ID Verification

How can I get the family to verify the EDRS working copy or have them make changes?

Getting the Death Certificate Working Copy Verification

Marking a Case as Complete

Deleting a Case

Clean out your case list by archiving cases

See more accurate service type options across your cases, filters, and reports, and how to get your list updated.

Your Service Types and How to Request Changes

Turn on auto-numbering so every new case gets a case ID in the format you choose, and fill in the cases that never got one.

Numbering your cases automatically

Will Chang

Jenny Edmondson

Hillary Scalmanini

Case Management Basics

Schedule and manage case events in the Events tab, including visitations, funerals, and more.

How to Add and Manage Events in a Case

See how events appear in the Events tab, including past, upcoming, and unscheduled events, and how the list organizes them by date and time.

How Events are Displayed in the Events Tab

Learn how to edit details for existing events or permanently delete events in the Events tab to keep case schedules accurate and up to date.

Editing and Deleting Events in the Events Tab

See every scheduled event across every case in one place, and create, edit, reschedule, and delete events without leaving the calendar.

Using the Events Calendar

Learn how to create, update, and track case events in Parting Pro’s Events tab (beta)

Managing Events

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

Custom Outbound Emails

Create, edit, and manage reusable templates for custom emails to save time and keep your team’s messages consistent and professional.

Set Up and Manage Email Templates for Custom Emails

How to send and manage custom emails in Parting Pro

Read our blog

Blog Link

Success Center

Blog

Newsletter

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.