Dashboard
The Dashboard is designed to give you a quick overview of what is happening in your business. Current Funeral Count The Dashboard shows you the overall funeral count for your business, showing This Month, Last Month and Year Total. It also breaks ...
Using Scheduling
Click the Schedule section from the side menu Rota The Rota view allows you to view the activities upcoming in the next one to seven days. The display will differ slightly when moving from 1 to 2-7 days. The Upper section of the Display shows all ...
Schedule emails going to Spam
It sometimes happens that the Rota/Schedule emails sent from the Schedule screen in Obit is diverted to the recipient's spam folder. In such instances we recommend both these actions. 1. Encourage the recipient to flag the email as 'Not Spam' in w...
How are Arrangement and Place times linked?
It sometimes happens that times change for events, whether that be Repose, Service or other. Be aware that changing place times after you have created arrangements that involve them will not automatically update them and will not be reflected in t...
Dashboard Display Options
The actions described here require Admin privileges. Dashboard Display Options Total Funerals Display Set in Companies view You can decide to display the total funerals in any branch. In the companies view for each branch, select 'Yes' in the box ...