Difference between revisions of "Regional Director Maintenance"
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| '''Name''' || Name of the regional director’s office | | '''Name''' || Name of the regional director’s office | ||
| + | |- | ||
| + | | '''Short Name''' || If applicable, enter the short name for the regional director | ||
| + | |- | ||
| + | | '''Director''' || Enter the regional director name | ||
|- | |- | ||
| '''Address''' || Street address of the regional director’s office | | '''Address''' || Street address of the regional director’s office | ||
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| '''City''' || City of the regional director’s office | | '''City''' || City of the regional director’s office | ||
|- | |- | ||
| − | | '''State''' || Two-letter code representing the state of the regional director’s office | + | | '''State''' || Two-letter code representing the state of the regional director’s office or click the list icon to select from a [[State Codes Maintenance|list of active States]] within the system |
|- | |- | ||
| − | | '''ZIP''' || ZIP code of the regional | + | | '''ZIP''' || Enter the ZIP code of the regional director's office or click the search icon to launch the ZIP locator |
|- | |- | ||
| − | | '''Country''' || Country of the regional director’s office | + | | '''Country''' || Enter the Country of the regional director’s office or click the list icon to select from a [[Country Format Maintenance|list of active country codes]] within the system |
|- | |- | ||
| '''Phone''' || Phone number of the regional director’s office | | '''Phone''' || Phone number of the regional director’s office | ||
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| − | |||
| − | |||
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|} | |} | ||
| − | When you have finished entering the information, click Save to retain your changes. | + | When you have finished entering the information, click Save to retain your changes. |
| − | |||
===Editing an Existing Regional Director=== | ===Editing an Existing Regional Director=== | ||
Latest revision as of 14:33, 13 August 2013
Contents
Overview of NA06
The information stored in Regional Director Maintenance is used in the generation of gift receipts issued to regional leadership. Each gift is allocated to a constituent who is associated with a particular geographic region. The regional-director record for this region is then used to derive appropriate mail-merge values during production of the gift receipt.
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Setup
- Double-click Regional Director Maintenance. You will see a screen similar to this one:
Adding a New Regional Director
To add a new Regional Director, click the Add button on the toolbar:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Region | Alphanumeric code representing the region. You can type the region code or click the list icon to select from a list of active regions in the system |
| Name | Name of the regional director’s office |
| Short Name | If applicable, enter the short name for the regional director |
| Director | Enter the regional director name |
| Address | Street address of the regional director’s office |
| City | City of the regional director’s office |
| State | Two-letter code representing the state of the regional director’s office or click the list icon to select from a list of active States within the system |
| ZIP | Enter the ZIP code of the regional director's office or click the search icon to launch the ZIP locator |
| Country | Enter the Country of the regional director’s office or click the list icon to select from a list of active country codes within the system |
| Phone | Phone number of the regional director’s office |
When you have finished entering the information, click Save to retain your changes.
Editing an Existing Regional Director
To edit an existing record, you can either double-click the record or click it once to highlight and then click the Edit button on the toolbar. This will enable the fields for editing:
When you have finished making your changes, click Save to retain them.
