The Records section allows you to quickly access or create a new record.
Navigate to your Main tab > Records.
The Records section, by default, will display all current records. To view any other types of records, select a category from the left navigation.
Select the 
button, to widen the search to:
- Deceased Name
- Client Number
- Date of Death
- Service Date
- Assigned Director – use the dropdown to select the name of the funeral director. These names pull from System Settings > Data Setup > Employee Maintenance.
The order of the records can be changed within the record search. Select any one of the column titles above the names.
Click 
to begin creating a record. For more information on creating a record, please refer to the Add New Client section.
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