Editing a Client

Unlocking a Client
By default, when a Client file is opened, the file will be Locked. This is effectively read-only mode that prevents accidental changes and requires a user t...
Thu, 23 Apr, 2015 at 12:27 AM
Using Client Menu Tree
Accessing Client Pages Each Client file comprises of a number of pages that are accessed through the Client menu tree on the left. Each menu item will dis...
Thu, 23 Apr, 2015 at 12:48 AM
Saving Changes
Data Saved when Page Left In FuneralSoft, database changes are made immediately once you navigate away from a page or make a list selection. Therefore, as...
Thu, 23 Apr, 2015 at 12:30 AM
Data Entry Controls
Free-Type Field Any white fields allow you to type any characters (up to the field limit) Select From List If yellow, these fields require a selec...
Thu, 23 Apr, 2015 at 12:44 AM