Add Recipient Window Areas

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The Add Recipient window contains the following areas:

Contents

Recipient Name

Enter the name of the recipient.

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Facility Name

Enter the facility for the funeral. You can also click the Facility Search button to select a facility, which will automatically populate the Address, City/State, Postal Code, and Phone fields.

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Address

Enter the address of the facility. If you selected the facility using the Facility Search, this is already filled in for you.

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City/State

Enter the facility’s city and state/province. If you selected the facility using the Facility Search, this is already filled in for you.

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Postal Code

Enter the facility’s postal code. If you selected the facility using the Facility Search, this is already filled in for you.

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Phone

Enter the facility’s phone number. If you selected the facility using the Facility Search, this is already filled in for you.

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Viewing Date

Enter the date for the viewing. You can also click the arrow at the right of the field to display a calendar.

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Viewing Time

Enter the viewing time.

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Service Date

Enter the date for the service. You can also click the arrow at the right of the field to display a calendar.

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Service Time

Enter the service time.

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Notes

If there are any additional notes, enter them in this field.

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