Client List

Instructions on using the Client List

Searching At Need Clients
Type either a Deceased Name or Client Number in the search box. The first result will be automatically highlighted as you type. Note that the At Need search...
Thu, 23 Apr, 2015 at 12:20 AM
Searching Preneed Clients
Change status filter to 'Pre Need' and enter a Client Name or Client Number in the search box. You will need to enter 2 or more characters to acti...
Thu, 23 Apr, 2015 at 12:20 AM
Searching Closed Clients
Change status filter to 'Closed' and enter a Client Name or Client Number in the search box. You will need to enter 2 or more characters to activa...
Thu, 23 Apr, 2015 at 12:20 AM
Searching All Clients
Change status filter to 'All' and enter a Client Name or Client Number in the search box. You will need to enter 2 or more characters to activate ...
Thu, 23 Apr, 2015 at 12:17 AM
Opening a Client File
Once a client file has been located, either double-click with the mouse, or press enter on a highlighted name to open the Client file.
Thu, 23 Apr, 2015 at 12:23 AM
Custom Search filters
Sun, 16 Nov, 2014 at 3:39 PM
Advanced Search filters
Sun, 16 Nov, 2014 at 3:39 PM
Toolbar Actions
Thu, 23 Apr, 2015 at 12:21 AM