Funeral Director help pages…

Next of Kin

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The Next of Kin tab is the same for Funeral, Pending and Pre Pay screens.

Here you can entere any number of entries for a next of kin.

The arrows pointing right refer to a lookup, whereby an entry will fill in this section from previous entries.

On the Next of Kin field, this refers to a contact of category Solicitor, referring to when there is no real next of kin, but you maybe dealing solely with the deceased solicitor.

On the Address field, this refers to any known address currently on this record.

One of these entries needs to have the Account flag sent, this will be the entry that is used for invoicing, and if an email is entered, could be emailed directly.

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