Creating an At-need first requires the purchase of credits ( See support article ‘Purchasing Credits‘)
To create an At-Need, under ‘Funerals’ in the main left-hand menu select the plus button next to ‘At Need’. A dialog box will pop up for you to enter initial data, select ‘create’ when you are finished.
You will now be directed to the newly created ‘At Need’ client file. Complete the remaining details by navigating through the ‘Information’ menu items on the left from ‘First Call’ through to ‘Post Service’
