video1.0<iframe src="https://www.loom.com/embed/312e893ddb0745e59814297560a0ef20" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/312e893ddb0745e59814297560a0ef20-f95e0c7dcfc10608-full.jpg491.214In this video, I walk you through the process of taking a first call in Parting Pro, starting from the Cases table. I demonstrate how to create a new case, collect essential information from the caller, and input details about the decedent. You'll see how to efficiently use the forms feature to generate a first call sheet with all the data entered, ensuring no retyping is necessary. I encourage you to focus on gathering only the necessary information during the call, and I highlight the importance of selecting the informant correctly for accurate documentation. Please make sure to follow these steps to streamline your first call process.