New cases can be started by clicking the Start New Cases button on the cases page.
You will be taken to a page where you can enter basic case information to get started. The minimum required information to start a case is the name and location.
Options are available at the top of the case information section to mark the case as preneed or to toggle the death notice to be hidden.
**Death Notices will post the record to your website before the obituary is added, including a message that the obituary will be posted soon.
After entering the basic case information, click create case at the bottom of the section to add the case to the system. Once the new case has been added to the system, you will be taken to the edit case page where you can begin to enter case information.