Add Recipient Window

From FloristWiki

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Revision as of 15:06, 14 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.