Chris Hallgren

Overview Because comments can be used to keep track of and assign tasks, they have different statuses. Statuses help you see at a glance what is going on with a comment and if action is required.  ...

Overview Comments can be edited at any time. To create a new comment, see the article Add a Comment to a Bequest.  Note: For information on marking comments complete, see the article Mark a Comment...

Overview Comments can be used for task management. To help you keep track of completed tasks, you can mark a comment Complete in the system.  Note that you can only “complete” comments that were gi...

Overview Comments can be used for note-taking or task management in bequests. You can set a due date or follow-up date so that incomplete comments are highlighted. You can also assign a comment to ...

Overview There are several ways to find comments, depending on what information you have. If you know the associated bequest or decedent, you can quickly find their comments. If you want to see all...

Overview Files for a bequest can be associated directly with them in the system. In this article, we’ll go over how to quickly find and manage those files.    Locate Bequest Files If you want to up...

Overview Files for a bequest can be associated directly with them in the system. In this article, we’ll go over how to quickly add a file to a bequest.  Note: If you have general files for a decede...

Overview Comments help you track important notes and tasks related to bequests. You can set a follow-up date and assign comments to users, so they are notified when tasks need to be done. For more ...

Overview You can add transactions to bequests to track how much of a bequest you have received. Transactions must be tied to a bequest, so create a bequest first.  In this article, we’ll go over ho...

Overview You can add projections to bequests in order to forecast expected income. Projections must be tied to a bequest, so create a bequest first.  In this article, we’ll go over how to add proje...