Creating Contacts

You can enter frequently used Contacts (e.g. Service Providers) directly from the side menu - Contacts section.

Within the Funeral there is a contacts section for that funeral. Here you must enter the Client and may optionally enter other contacts, e.g. Next-of-Kin, Executor, Celebrants, Musicians etc.

• Click +Contact to start adding a new Contact
• Fill in the contact name and address details as appropriate
• If you start typing in the 'Search for Address' field we will search Google Places for the address and automatically insert it for you.
• Note that the content in the Formatted Address field is how the address will be formatted in documents such as Quotations, Invoices or Letters of any type.