To enter notification information for a customer record
- From Customers, select Manage customers to display the Manage customers window.
- Click Find, enter the customer ID, and click Go.
- Select the Notification tab.
- On a blank row in the Notification tab, enter the Notify ID.
- (Optional) Select the Memorial/Tribute Code from the drop-down list.
- (Optional) Select the Relationship from the drop-down list.
- (Optional) Select the Salutation Code from the drop-down list.
- (Optional) Select the Merge Code from the drop-down list.
- (Optional) Select the Sender Code from the drop-down list.
- Click Save.