Difference between revisions of "Category:Name/Address"

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==Setting up New Account Information (AI) Codes==
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The Name/Address system is DDI-Connect's CRM (constituent relationship managment) module, and is the heart of the system. All other modules link through Name/Address in some fashion or another.
  
===Overview===
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The documentation within this category will assist you in adding and editing constituent records, linking constituents via the Relationships process, and reporting on the data in this module.
  
Account Information, or AI codes, allow you to categorize your constituent records in ways that are meaningful to your organization. These codes allow you to filter records for general reference, reporting, and extracting data.
 
  
  
AI Setup takes place under Name/Address --> Setup --> AI Codes Maintenance. In order to access this screen, you must have the appropriate security. If you are unable to access this screen but believe you should be able to, please contact your organization's primary DDI contact, or call DDI Client Support.
 
  
  
'''To set up an AI code''':
 
  
# Select this path from the DDI-Connect main menu:
 
Name/Address System --> Setup --> AI Codes Maintenance
 
This displays the AI Code Setup window. You will see the list of current AI codes and code groups
 
  
[[File:AI Setup 1.jpg]]
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[[Category:CRM]]

Latest revision as of 12:23, 9 November 2011

The Name/Address system is DDI-Connect's CRM (constituent relationship managment) module, and is the heart of the system. All other modules link through Name/Address in some fashion or another.

The documentation within this category will assist you in adding and editing constituent records, linking constituents via the Relationships process, and reporting on the data in this module.

Subcategories

This category has the following 3 subcategories, out of 3 total.