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...
Can I delete a client? You cannot delete a client from FireHawkCRM. Deleting records in the CRM has wide ranging repercussions. Even though the client...
How do I add a Client? In the left hand menu you will find Clients with a + next to it. Clicking on the word clients...
Creating an At-Need Creating an At-need first requires the purchase of credits ( See support article ‘Purchasing Credits‘) To create an At-Need, under...
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...
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,...
Client file icons explained Within a client file there are several quick access icons within the top header ribbon. These streamline access to invoices,...
Client has sent an email but I cannot see it in the email list within the client? The emails list can be found in the the left-hand menu of CRM under “Communications” and then “Emails”. This list...
Assigning an email to a client in CRM It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go...
How to archive/remove comments To archive a comment, in the left hand main menu, click on “communications” then “comments”. From the list of comments...