Before you add a new funeral home contact, use the search fields to see if the contact already exists.
Funeral Homes are only available in the Hospice line of business. Make sure you are in Hospice mode to access this feature.
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Before you add a new funeral home contact, use the search fields to see if the contact already exists. Funeral Homes are only available in the Hospice line of business. Make sure you are in Hospice mode to access this feature. |
To add a funeral home contact:
1. From the Main Menu, click Master Files, and then select Funeral Home.
2. Click 
on the Contacts tab.
3. Complete the following fields:
● First Name
● Last Name
● Contact Notes
4. Click 
. When the information saves, the Phones/Email section becomes active.
5. Click New in the Phones/ Email section to add a phone number in the phone list.
6. Enter the phone number in the field, and click the arrow in the next field to select the correct phone type from the list of pre-defined phone types.
7. Click 
to update the phone number.
8. Repeat steps 4-7 for additional phone numbers.
9. Click at the top of the page.