FreeDAM Help

Help Topics

    • How access works
    • Where are the user roles?
    • Adding a user role
    • Setting permissions for a role
    • Turning on a New Feature
    • Giving Staff Access
      • Assigning a role/s to a user
      • Resetting a Staff Member’s Password
      • Adjusting Staff Member’s Details
    • Invoices and Estimates
    • Draft vs Finalised Invoices
    • Sales Codes
    • Creating a new Invoice
    • Creating a new Estimate
    • The summary
    • The Payment Terms
    • The Address/s
    • The Header
    • The Footers
    • Invoice Reminders
    • The Professional Service Fee
    • Additional Services
    • The Casket / Coffin
    • The Urn
    • Merchandise
    • Disbursements
    • Mileage
    • Invoice Templates
    • Package Invoices
    • Progress Boards – An Overview
    • Setting up your Board(s)
      • Setting up your board(s)
      • Creating the Columns
      • The Card Settings
      • The Card Title Settings
      • The Card Checkbox Settings
      • The Card Body Settings
    • Using the Progress boards
    • FAQs & Tips
    • Overview
    • Setting up the Portal
      • Portal Settings
      • The Preview
      • The ‘Completed’ Checkbox
      • Title
      • Introduction
      • Adding Help for the Family
      • Terms and Conditions
      • Portal Colours/Branding
      • Hiding Sections from the Family
      • Default Email
      • The Family URL
      • Adding Code words
    • The Portal Data Entered List
    • Using the Portal
      • Using the Portal
      • Creating a Code
      • Title and Introduction
      • Help to Display to the Family
      • Testing the Portal
      • Sending the Link to the Family
      • Family Contributions
        • Family Contributions
        • Seeing the Data come in
        • Accepting Data into FreeDAM
        • Correcting Data
        • The Answers to the Terms and Conditions
        • The note for the Funeral Director
        • The family have ‘Completed’ the data
      • Revoking Family Access
    • The Family View
      • The Family View
      • Access
      • The title
      • The Name of the Deceased
      • The Introduction
      • The Sections
      • Where the Help Displays
      • Adaptive – But Phone First
      • Terminology
      • Auto Saves
    • Measuring the Family Portal Usage
  • Navigation Icons

Welcome to FreeDAM Help

Users Roles & Features

7 articles

Invoices and Estimates

16 articles

Progress Boards

8 articles

Family Portal

38 articles

Navigation Icons