| How to Search for Orders |
Orders can be searched using the Search Order screen |
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Step 1 |
From the Requests menu, select Search |
| Step 2 |
Search Order screen is displayed |
| Step 3 |
Orders may be searched by: Certificate Holder First/Last/Middle Name (Minimum of first 3 letters of the first name and first 3 letters of last name) Event Date Date of the death Rep ID The representative who requested the order State Date/End Date date span Client Reference Number Funeral Home specific identifying number
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| Step 4 |
Click Search button to search
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| Step 5 |
Search results are displayed in the search grid. Export button is enabled allowing user to export search results |
| Step 6 |
Click on underlined Order Number to view order in Order Details screen
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