Header Buttons
Folder – see UI > Popup > Header Buttons > Folder
Save – see UI > Popup > Header Buttons > Save
Save & Create New – see UI > Popup > Header Buttons > Save & Create New
Toggle Edit – see UI > Popup > Header Buttons > Toggle Edit
Close – see UI > Popup > Header Buttons > Close
Fields
Header
Recipient Number – Generated unique identifier based on Entity Type (2 characters), Name (2), Address (3) and City (2) followed by 3 digits. E.G. RENAADDCIXXX
Recipient Name – Identifiable name of entity
Active – This is used to deactivate / “Delete” an entity that is no longer used
Type – Type of entity based on CustomerType List
Sub Type
Company (Business, Non-Profit) – The name of the customer when type is business like
Wedding Name – (Residential Wedding)
Salutation – see Data > Shared > Fields
Main Contact Name – First Name and Last Name will generate Customer Name when type is not business like
Phone Number – The primary phone number
Cell Number – The primary cell phone number
Email – The primary email for the entity, may be used to connect to an ecommerce account
Details
Address – see Data > Shared > Fields
Funeral Home Responsible – (Residential Funeral)
Disposition Type – (Residential Funeral)
Disposition Location – (Residential Funeral)
Colours – (Residential Wedding)
End Date – see Data > Shared > Fields
Marital Status (Residential) – see Data > Shared > Fields
Age Range (Residential) – see Data > Shared > Fields
Ethnicity (Residential) – see Data > Shared > Fields
Sex (Residential) – see Data > Shared > Fields
Birthday (Residential) – see Data > Shared > Fields
Date Of Death – (Residential Funeral)
Industry Served (Business) – see Data > Shared > Fields
Purchasing Agent (Business) – see Data > Shared > Fields
Details – (Residential Wedding)
Primary Market (Non-Profit) – see Data > Shared > Fields
Size of Membership (Non-Profit) – see Data > Shared > Fields
Contact
Calendar
Relationships
see Data > Shared > Relationships