Getting Started with Obit

When your Obit client is created we recommend the following steps to get started.
The recommended order and the relevant Help Articles are listed in this article. You do not have to follow the order exactly. Memographics are ready to assist via our online support or via other support packages.
Instructions and recommended order of activities

1. Set up your company data such as bank account details.
2. Set up all Users who are going to access your client.
3. Add frequently used Places.
4. Add frequently used Contacts.
5. Add frequently used Resources.
6. Amend and add price-containing Items, e.g. for Coffins.
7. Decide on whether or not you want a unique funeral reference number pattern.
8. Decide on whether or not you want a unique pre-need reference pattern.
9. Create funeral templates for Burial, Cremation and Limousine Services.
10. Create Document templates for Quotation, Invoice, Receipt and Death Announcements.
11. Decide Dashboard Display options; Totals display, Pre-Need Recognition (Creation/Conversion), Arrangements Display Option.
12. Decide Status Configuration elements - Pre- and Post-funeral.
13. Decide Notifications for key funeral events as well as Status Configuration elements.