When you open a case in LedgerPRO, the Tabbed Notebook has the First Call Tab selected.





The Informant, Funeral Home, and Funeral Director are selected from the Address Book.  Dates and Times are Masked Fields.  Relationship, Group, Service Class and Service Type are all Lists.  The Group list is initially empty.  This field is a bonus field used in grouping cases for reports.  Common uses for this field are zip codes, or town names, or church membership.  A Note field is also available.


The red arrow to the right of the Informant is a short cut key.  Clicking on this arrow will copy the Informant to the Family page.