Back to Help main page  /  Create Case Video Tutorials

Create Case Tutorials

 

Our Sympathy Brands User Guides provide easy to follow, step-by-step guidance along with visual support for our partner funeral homes. For further assistance please call 877.788.0019 or email service@sympathybrands.com.

 

Service Details  |  Viewneral®  |  Tribute & FuneralPlan  |  Service Folder 
|  Prayer Cards  |   FAQs


Creating a Case Section Overview

back to top


Service Details

back to top


Viewneral – Funeral Home Coordinator

 

back to top


Viewneral – Family Coordinator

 

back to top


Tribute & FuneralPlan

back to top


Service Folder

back to top


Prayer Cards

 

back to top

Frequently Asked Questions (FAQs)

Q: Who can act as the Coordinator for the Viewneral?
A: Anyone who the family feels would be the best person to schedule the Viewneral, circulate the join link, and download the Recording and Attendees report.

Q: Is there a limit to the amount of family members that can receive Aftercare emails?
A: There is no limit to the amount of Aftercare email recipients. There can only be one primary informant, but unlimited next of kin or additional recipients.

Q: After I enter a case, where can I find it?
A: You may find the case in the SERVICE SCHEDULE if it is an upcoming service, or in CASE DIRECTORY if the service has passed or if a date and time has not yet been scheduled.

Q: Do I need to enter all of the information in the fields upon the initial creation of a case?
A: The only information required to create a case is the first name, last name, and date of birth of the deceased. Any unknown information can be entered after the creation of the case.


back to top

 

If you have any questions, please contact our support team.
  service@sympathybrands.com      877.788.0019