When your Obit client is created we recommend the following steps to get started.
The recommended order and the relevant Help Articles are listed in this article. You do not have to follow the order exactly. Lytesoft are ready to assist via our online support or via other support packages.
Instructions and recommended order of activities
- Set up your company data such as bank account details. Changing Company Bank Account Details
- Set up all Users who are going to access your client. Creating Users
- Add frequently used Places. Adding Places to a Funeral
- Add frequently used Contacts. Creating Contacts
- Add frequently used Resources. Creating Resources
- Amend and add price-containing Items, e.g. for Coffins. Creating a Stock Item
- Decide on whether or not you want a unique funeral reference number pattern. Understanding the Funeral Reference
- Decide on whether or not you want a unique pre-need reference pattern. Customising the Pre-Need Funeral Reference
- Create funeral templates for Burial, Cremation and Limousine Services. Creating a Funeral Template
- Create Document templates for Quotation, Invoice, Receipt and Death Announcements. Document Templates Overview
- Decide Dashboard Display options; Totals display, Pre-Need Recognition (Creation/Conversion), Arrangements Display Option. Dashboard Display Options
- Decide Status Configuration elements - Pre- and Post-funeral. Funeral Status Checks
- Decide Notifications for key funeral events as well as Status Configuration elements. Configuring Notifications
- And how to use Using Notifications