Chris Hallgren

Overview You can update a decedent's information at any time. Changes made to decedent information will automatically update on your dashboard and in the decedent profile. In this article, we’ll go...

Overview All of the information in True BQuest is tied to a decedent profile. By opening a decedent profile you can see all of the decedent's information, bequests related to them, files associated...

Overview To get started with True BQuest, you will need to add descendants. All other information such as bequests and comments will be tied to a specific decedent. In this article, we’ll go over h...

Overview Everything in True BQuest is tied to a decedent profile. In this article, we’ll go over how to find a specific decedent in the system and view their profile.    Find and View Decedents Cli...

Overview The Executive Dashboard provides an overview of a charity’s bequests and decedents where you can easily jump to more detailed information.  Depending on your permissions, you will see this...

Overview As an Admin you can remove a user from a charity in True BQuest. In this article, we’ll go over the steps to remove users.  Note: If you are a super admin looking to remove a user from mul...

Overview As an admin you can invite new users to a charity in True BQuest. In this article, we’ll go over how you can add a new user and set their permission levels.  Note: If you are a super admin...

Overview If you forgot your password, you can have a new login link sent to your email. In this article, we’ll go over how to reset your password so you can log into TrueBQuest.  Note: If you can l...

Overview You can update your password while logged into TrueBQuest at any time, in this article, we’ll go over how. Note: If you are having trouble logging in and need to reset your password, see t...

Overview It is important to have the correct timezone for your account, all actions in the system are time-stamped based on the timezone you select. In this article, we’ll go over how to update you...