Changing Funeral Information

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Current revision (09:59, 25 September 2012) (edit) (undo)
 
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If no orders have been placed for the funeral, you can use the Funeral Log window to change any of the information for the funeral. If orders have been placed for the funeral, only the notes for the funeral can be changed.
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You can change any of the funeral information in the Funeral Log for funerals for which no orders have been placed. If orders have been placed for the funeral, only the notes for the funeral can be changed.
'''To change funeral information:'''
'''To change funeral information:'''
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#In Order Entry or Point of Sale, click the Funeral Log button. The Funeral Log window opens.
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#In the Funeral Log window, enter criteria to locate the funeral. You can search using Recipient Name, Facility Name, Start Date, City/State, or some combination of search parameters.
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#Enter search criteria to locate the funeral. You can search using Recipient Name, Facility Name, Start Date, City/State, or some combination of search parameters. Click Search.
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#Click '''Search'''.
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#From the results list, select the funeral that you want to edit and click Detail. The Add Recipient window opens.
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#From the results list, select the funeral that you want to edit and click '''Detail'''. The Add Recipient window opens.
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#Make any changes as necessary and click Save.
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#Make any changes as necessary and click '''Save'''.
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Back to [[Funeral Log]]
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Current revision

You can change any of the funeral information in the Funeral Log for funerals for which no orders have been placed. If orders have been placed for the funeral, only the notes for the funeral can be changed.

To change funeral information:

  1. In Order Entry or Point of Sale, click the Funeral Log button. The Funeral Log window opens.
  2. Enter search criteria to locate the funeral. You can search using Recipient Name, Facility Name, Start Date, City/State, or some combination of search parameters. Click Search.
  3. From the results list, select the funeral that you want to edit and click Detail. The Add Recipient window opens.
  4. Make any changes as necessary and click Save.
Retrieved from "http://floristwiki.ftdi.com/index.php/Changing_Funeral_Information"
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