Add Recipient Window
From FloristWiki
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(New page: The Add Recipient window enables you to both add funerals to the Funeral Log as well as edit details about the funeral once you have added it. <table style="width:775px; border: 1px black...) |
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The Add Recipient window enables you to both add funerals to the Funeral Log as well as edit details about the funeral once you have added it. | The Add Recipient window enables you to both add funerals to the Funeral Log as well as edit details about the funeral once you have added it. | ||
Revision as of 15:21, 23 February 2011
The Add Recipient window enables you to both add funerals to the Funeral Log as well as edit details about the funeral once you have added it.
| Field | Description |
| Recipient Name | Enter the name of the recipient. |
| 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. |
| Address | Enter the address of the facility. If you selected the facility using the Facility Search, this is already filled in for you. |
| 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. |
| Postal Code | Enter the facility’s postal code. If you selected the facility using the Facility Search, this is already filled in for you. |
| Phone | Enter the facility’s phone number. If you selected the facility using the Facility Search, this is already filled in for you. |
| Viewing Date | Enter the date for the viewing. You can also click the arrow at the right of the field to display a calendar. |
| Viewing Time | Enter the viewing time. |
| Service Date | Enter the date for the service. You can also click the arrow at the right of the field to display a calendar. |
| Service Time | Enter the service time. |
| Delivery Date | Enter the delivery date for orders; this may be different than the Viewing Date or Service Date. |
| Time Detail | Select the time detail for the Delivery Date. |
| Notes | If there are any additional notes, enter them in this field. You can add notes to a funeral if the funeral occurred in the past. |
| Additional Trifold Cards | Select the number of additional trifold cards (if any) that should print when creating an arrangement for this funeral. |
After entering or editing information, click Save to save your changes or Escape to discard them.
