Add Fixed Services and Disbursement Figures to Funeral Directors

Click General > Funeral Directors. The Funeral Directors window displays.

Select a funeral director and click Edit or double-click to open the funeral director. The Funeral Director window displays.

From the bottom-left, enter the DFLT Services and DFLT DISBMT amounts and click OK.

Upon adding a Funeral Director with a set default service and/or distribution amount to a client, the FD Services and FD Disbursement amounts automatically populate accordingly.

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