Rachel Campbell
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Activity overview
Latest activity by Rachel Campbell-
Rachel Campbell created an article,
What's New in Version 15.7.0 (11 August 2022)
What’s New [Management] We have improved the layout of the Memorial pages to better align with how information is gathered and presented. Thank you to those who provided input and feedback on th...
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Rachel Campbell created an article,
How to Export the Emails of the Contacts in Your 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 "Availability." St...
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Rachel Campbell created an article,
How to View Work Orders from Your Cemetery Map
Note: this feature will display work orders with a status of open and/or in-progress. Step 1 Log into webCemeteries Management. Step 2 Click "Map" from your cemetery’s dashboard. Step 3 Click the...
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Rachel Campbell created an article,
What's New in Version 15.6.0 (14 July 2022)
What’s New [Management] When you export payment transactions from webCemeteries, we now track the date that that transaction was exported so you do not duplicate exports to your financial system...
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Rachel Campbell created an article,
How to Transfer Credits Between Customer Accounts in the CRM
Note: in order to transfer credits from one contact in your CRM to another, both contacts must already be created. If you haven't created the new contact in your CRM for the person you want to tran...
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Rachel Campbell created an article,
How to Import Inventory Information
This article will walk you through importing inventory information for the Contracts module. Step 1 Log in to webCemeteries Management. Step 2 If you are a cemetery administrator, you will be abl...
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Rachel Campbell created an article,
How to Add a Next of Kin to a Deceased Record
Step 1 Log into webCemeteries Management. Step 2 Click "Deceased" from your cemetery’s dashboard. Step 3 Click on the name of the deceased to open the deceased page. Step 4 Scroll down or cli...
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Rachel Campbell created an article,
How to Add a Tour Stop to an Existing Tour
Step 1 Navigate to your cemetery’s website and burial search. Step 2 Open the "Create and Edit Tours" page. See this Tour Creation Overview article for detailed instructions. Step 3 Click on the...
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Rachel Campbell created an article,
How to Customize a Contract Identifier Template
If you are a cemetery administrator, you will be able to access these settings. If you are not a cemetery administrator, reach out to your cemetery administrator or contact support@webcemeteries.co...
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Rachel Campbell created an article,
How to Add (or Update) Memorial Vendors
Step 1 Log in to webCemeteries Management. Step 2 If you are a cemetery administrator, you will be able to access these settings. If you are not a cemetery administrator, reach out to your cemeter...