Add Recipient Window
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[[Image:FuneralLog_AddRecipientWindow.jpg|thumb|Add Recipient Window]] | [[Image:FuneralLog_AddRecipientWindow.jpg|thumb|Add Recipient Window]] | ||
- | 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 [[Handling Funerals|Funeral Log]] as well as edit details about the funeral once you have added it. |
<table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> | <table style="width:775px; border: 1px black solid; border-collapse: collapse; border-spacing: 0px; text-align: left; "> |
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.