Procession

Cases

• Adding or Deleting a Case
• Searching Cases
• Case Summary Tab
• Client Tab
• Services Tab
• Printed Materials
• Website Obituary Tab
• Tribute Video Tab
• Profile View Tab
• Billing Tab
• Trusts Overview
• Commissions Overview

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Rolodex

• Managing The Rolodex

Tasks and Eview

• Tasks Overview
• E-View