Import First Calls from ProComm or ASD

This feature allows you to import first calls from either ProComm or ASD into your system.

Navigate to Arranging Director > Clients > Import ProComm First Calls or Import ASD First Calls.

Once you select on any of the available first calls, click on the button at bottom of the page.

*It’s important to remember that existing or preneed clients already in the system should not be imported. And, once a first call is imported, it will not be available for import again.

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