Rachel Campbell
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Activity overview
Latest activity by Rachel Campbell-
Rachel Campbell created an article,
Generating a Deed or Right of Interment Dynamic Form from a Location
Step 1 Log in to webCemeteries Management. Step 2 If you haven't already set up dynamic forms for generating documents, you (or your cemetery administrator) will need to go to your settings: Settin...
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Rachel Campbell created an article,
How to Export Owners and Owner Addresses from the CRM
Step 1 Log in to management.webCemeteries.com Step 2 Click “Contacts & Customers” from your cemetery’s dashboard. Step 3 Click "More" in the top right corner. Step 4 Click "Ownership." Step 5 ...
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Rachel Campbell created an article,
How to Add/Edit a Grave Comment to a Burial Right
Step 1 Log into webCemeteries Management. Step 2 Search by Location. Step 3 On the grave you wish to edit, click “Edit Details.” Step 4 You will see an edit box pop up which allows you to edit...
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Rachel Campbell created an article,
How to Create a Work Order from Enterprise Sales
Step 1 Search in Enterprise Sales via your preferred method to navigate to a property. Step 2 Once you've navigated to that specific burial right page, click More > Create Work Order. Step 3 A...
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Rachel Campbell created an article,
How to Create a Work Order from a Location
Step 1 Log in to webCemeteries Management. Step 2 Search by Location. Step 3 Make sure to click on the Grave/Burial Right. If you're at the overall lot/plot/wall (overarching location page), you wi...
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Rachel Campbell created an article,
How to Create a Work Order from a Deceased Record
Step 1 Log in to webCemeteries Management. Step 2 Search by Deceased Record. Step 3 Click on the name of the deceased for whom that you would like add a work order. Step 4 Click More > Create Work ...
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Rachel Campbell created an article,
Generating a Dynamic Form Document from a Deceased Record
Step 1 Log in to webCemeteries Management. Step 2 If you haven't already set up dynamic forms for generating documents, you (or your cemetery administrator) will need to go to your settings: Settin...
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Rachel Campbell created an article,
Generating a Dynamic Form Document from a Contract
Step 1 Log in to webCemeteries Management. Step 2 If you haven't already set up dynamic forms for generating documents, you (or your cemetery administrator) will need to go to your settings: Se...
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Rachel Campbell created an article,
Generating a Dynamic Form Document from an Owner Profile
Step 1 Log in to webCemeteries Management. Step 2 If you haven't already set up dynamic forms for generating documents, you (or your cemetery administrator) will need to go to your settings: Settin...
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Rachel Campbell created an article,
How to Add Documents to Deceased Record
Step 1 Log into webCemeteries Management. Step 2 Search by Deceased Record and open the deceased profile page. Step 3 On the left hand side of the Deceased Record, click "Documents" from the quic...