You can create frequently used customer documents, such as invoices and receipts, in the system by creating a Template. You can begin creating templates a few different ways. One is by clicking the “plus” sign in navigation, then selecting “New Template.” The other way is by clicking on “Templates” in the navigation: And then clicking Read more...
From the Home page you have a couple different options for adding a customer. One is by clicking the “plus” sign in navigation, then selecting “New Task.” The other way is by clicking on “Tasks” in the navigation and clicking on the “+ New Task” button. Using this option will relate the task to the Read more...
Search for the customer record you’d like to add a product to. While viewing the record, scroll down and click “Add product.” You will then see a pop up that shows all your products, click the “+” sign to expand and “-” sign to close to view more or less products. After you’ve made your Read more...
From the Home page you have a couple different options for adding a product (inventory). One is by clicking the “plus” sign in navigation, then selecting “New Inventory.” The other way is by clicking on “Inventory” in the navigation and clicking on the “+ New Inventory” button. Enter the details of the product (inventory). Click Read more...
Search for the customer record you’d like to add a package to. While viewing the record, scroll down and click “Add payment.” Enter the payment details on the next page, click “Save.” You will then see your payments received and balance due under the Products section of the customer record: You can also view or Read more...
Search for the customer record you’d like to add a package to. While viewing the record, scroll down and click “Add package.” You will then see a pop up that shows all your packages. Make your selections by checking the box, click “Save.”
From the Home page you have a couple different options for adding a customer. One is by clicking the “plus” sign in navigation, then selecting “New Customer.” The other way is by clicking on “Customers” in the navigation and clicking on the “+ New Customer” button. If you are sitting with the customer and sharing Read more...
While the thought of spending time building a program to meet your funeral home needs may sound intimidating to some, rest assured that the time spent personalizing Memorial Director is far easier than one may think and certainly easier than embalming a deceased. Even for the busiest funeral home, Memorial Director’s web-based program is so Read more...
Welcome to Memorial Director, a web-based funeral home program that allows even the smallest, independent funeral home to become an efficient, service-oriented, competitive operation. With Memorial Director, funeral home operations will be streamlined and ultimately save the business time and money that can be better spent elsewhere. Quick Access One of the biggest benefits Read more...