To Add a New Officiant

1. Select Client from the Outlook bar on the left hand side.
2. Select People from the expanded selection.

  The Search for Clients screen will be displayed.

1. Select Role Officiant
2. Click on the New button

The Client Information screen will open with the General tab and the Frequently Used option selected.

                                                                                                   

1. Enter the Officiant Forenames and Surname.
2. Enter the address and post code in the Address Line and Post Code fields
3. Enter land line and mobile telephone numbers in the Telephone1 and Mobile fields
4. Click on the Save button.

1. Click on the Other Info tab
2. Click on the Pencil

1. Enter any other information that you have.
2. Click on the Save button

1. Click on Close  

Back to Client

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Select Role Officiant
2. Click on the New button

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Select Role Officiant
2. Click on the New button

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Client Information screen will open with the General tab and the Frequently Used option selected.

                                                                                                   

1. Enter the Officiant Forenames and Surname.
2. Enter the address and post code in the Address Line and Post Code fields
3. Enter land line and mobile telephone numbers in the Telephone1 and Mobile fields
4. Click on the Save button.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Click on the Other Info tab
2. Click on the Pencil

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Enter any other information that you have.
2. Click on the Save button

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Click on Close

 

 

Back to Client