Name/Address System Settings

Overview

The Name/Address System Settings screens allow to you set certain defaults for items such as address types, salutations, and base settings that determine how the system performs in certain situations.

NOTE: You must have the appropriate security level for the NASETUP function in order to access this screen. For information on DDI Connect Security, please reference this page: Security within DDI Connect

To access the screen:

• Double-click Name/Address

• Double-click Setup

• Double-click System Settings. You will see this screen:

NOTE: You will only see the Yearbook tab if your organization is configured to use the Yearbook system

Base Settings tab

This screen will establish some overall Name/Address system settings.

Field	Description
AI Code	This field designates the AI code to be used on records for deceased constituents. You can enter any existing AI Code here. For information on how to set up your AI Codes, please reference this page: AI Code Setup
Apply AI code when entering a deceased date	If this box is checked, when you enter a deceased date on a constituent record, the system will automatically apply the AI code designated in the previous field
Deletion code	This field establishes the default deletion code to use when a constituent is deleted. You can configure the available codes under Codes Maintenance. For more information on how to configure these codes, reference this page: Deletion Code Maintenance
Apply deletion code when entering a deceased date	If this box is checked, the system will automatically apply the above named deletion code to a constituent's record when a deceased date is entered
Name format	This field designates how the name fields appear on the Name/Address constituent records. The system default is PFM.LS (Prefix First Middle.Last Suffix)
Default country code	This establishes the default country code for any new constituent or account record. You can override the default when you are adding a record. The system default for this field is USA
Region label	If you modify this setting, the system will replace "Region" throughout the system with this new label. This enables you to customize the field to match your organization's terminology. For information on how to maintain Regions, please reference this page: Region Maintenance
Abbreviation	If you modified the region label, update this field to reflect an abbreviation of what the new label is
Community Label	If you modify this setting, the system will replace "Community" throughout the system with this new label. For information on how to maintain communities, please reference this page: Community Maintenance
Abbreviation	If you modified the community label, update this field to reflect an abbreviation of what the new label is
Region is required	If selected, the system will not allow a constituent record to be saved if it does not have the region field populated
Omit deleted or deceased spouses from salutations and labels	If selected, the system will exclude deceased spouses from salutations and merge outputs throughout the system
AI codes to use for Account Information Code Totals report columns (up to 8)	Accommodates a comma-separated list of account-information codes (maximum eight) to include as columns in the AI Codes Statistics Report (NA12). For information on the AI Codes Statistics Report, please reference this page: AI Codes Statistics Report (NA12)
Enable alternate ID capabilities	If selected, the Alt ID tab will be activated on the constituent records. The Alternate ID (Alt ID) tab lets you track alternate IDs that were used for constituents in other systems. For information on configuring alternate IDs, please reference this page: Alternate ID Type Setup
Enable yearbook capabilities	If your organization will be using the yearbook module, you would select this box to enable those screens
Enable Zip+4 capabilities	Selection that activates nine-digit ZIP functionality in the Name/Address system. This automatically provides the correct nine-digit ZIP based upon the street address, city, and state provided on a new or modified constituent or account record
Use regional security	Selection that controls which constituent records are visible to a user based on their regions. If this option is selected, DDI-Connect determines whether the user can view a constituent record by the record’s region and the region(s) to which the user has access

Address Types tab

The following fields are available on this tab:

Field	Description
Default address type	This is an organization-wide default, and the system defaults this to H (Home). If you wish to change this field, you can click the list icon to the right of the field and select from a list of available options, or you can type the code in the field if known
Example	Example
Example	Example
Example	Example