| Order Search |
Opens from the Request-Search menu item |
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Search Reports - Certificate Information
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Certificate Holder First Name |
The First Name of the person whose name is listed on the certificate |
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Certificate Holder Last Name |
The Last Name of the person whose name is listed on the certificate |
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Certificate Holder Middle Name |
The Middle Name of the person the order is being shipped to |
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Event Date |
Date of the death listed on the certificate |
Search Reports - Request Information
| Rep ID |
Drop down list of available Representatives who entered the order |
| Start Date |
First date which to search for order |
| End Date |
Last date which to search for orders |
| Client Reference Number | Funeral Home specific reference number |
| B2B Status |
Drop down list of order Status': Agency fulfilled Awaiting data verification Awaiting order verification Cancelled Create error Data verified Duplicate Need more info On hold - Awaiting Docs On hold - Recent event Order data verified Sent to agency for processing Sent to customer Unable to processs
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| Search |
Search for orders based on selected criteria |
| Clear |
Remove selection criteria |
| Export |
Export search results to an excel spreadsheet |
See Also
Search
How to Search for Orders