Updating to the latest version Check that you are using the most recent version of FireHawk by clicking on the version number at the bottom...
Uploading files to a client Firstly navigate to the client file you wish to store files for. In the top menu, select ‘Files’. To upload...
How to Login to FireHawk Funerals CRM How to login:Go to your FireHawk Funerals CRM team URL ( e.g xxx.firehawkcrm.com)Enter your email address and your password. How to...
Understanding the Support Board You can access the support board by clicking ‘Support’ in the left hand menu in FireHawk Funerals and then selecting...
Updating logos on all emails To update the logo to appear on all email communication, click on your team icon in the top left hand...
Creating a support ticket We’re here to help! To create a support ticket for an issue, new feature, addition request and everything in between...
What is an Organisation client? An organisation client is any business that will pay an invoice to your Funeral Home. For example, a Funeral Fund...
How do I add an Organisation type client? You can learn more about Organisation clients here. To add an organisation client, click on ‘Funerals’ in the left hand...
FH Services plugin for WordPress websites To display funeral notices on your WordPress website powered by FireHawk Funerals, first download the latest version of the plugin...
How to create an Estimate Template Creating Estimate templates can streamline the process for your Arrangers. Navigate to finance in the left hand menu of CRM,...
Converting Clients from Enquiry / Pre Need to At Need To convert an Enquiry/Pre Need client to an At Need, enter the particular client file. From the dropdown picker in...
Archiving & Unarchiving – Clients, Stock, Suppliers & more In CRM clients, stock and suppliers etc. are often linked to many other items, or they have attachments like invoices,...