In an effort to reduce duplicate data entry, we save your most common service/visitation locations within the Growth Engine. Saving these locations allows you to easily select locations while creating a new case. There are often times when a location needs to be adjusted. This process is very simple within the Growth Engine.
Follow the steps below to manage the common locations for services/visitations:
- Go to https://funeralinnovations.com/users/login
- Login with your user and password
- On the left side of the dashboard, click Cases.
- Click Locations from the menu down the left.
- You can search for a location to edit. If you wish to add a new location, click Add New Location. To edit a location, click Action -> View/Edit.
- Enter the location information and click Save Changes.