Difference between revisions of "FW Name/Address Entry"

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{| class="wikitable sortable"
 
{| class="wikitable sortable"
 
|-
 
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! Header text !! Header text
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! '''Field''' !! '''Description'''
 
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| Example || Example
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| '''Acct type''' || Example
 
|-
 
|-
| Example || Example
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| '''Tax id''' || Example
 
|-
 
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| Example || Example
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| '''Linked to N/A PIN''' || Example
 
|-
 
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| Example || Example
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| '''Name''' || Example
 
|-
 
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| Example || Example
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| '''Sort name''' || Example
 
|-
 
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| Example || Example
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| '''Address''' || Example
 
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| Example || Example
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| '''Postal cd''' || Example
 
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| Example || Example
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| '''Omit name lines from this address''' || Example
 
|-
 
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| Example || Example
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| '''City''' || Example
 
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| Example || Example
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| '''State''' || Example
 
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| Example || Example
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| '''Phone''' || Example
 
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| Example || Example
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| '''Phone 2''' || Example
 
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| Example || Example
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| '''Country''' || Example
 
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| Example || Example
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| '''Fax''' || Example
 
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| Example || Example
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| '''Contact''' || Example
 
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| Example || Example
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| '''Ext''' || Example
 
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| Example || Example
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| '''Email addr''' || Example
 
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| Example || Example
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| '''Salutation''' || Example
 
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| Example || Example
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| '''Address Memo''' || Example
 
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Revision as of 17:22, 22 June 2012


Overview of FW16

The FW Name/Address Entry screen is a scaled down version of DDI Connect's Name/Address system. It allows organizations to enter vendor name and address (1 address) information, for use with the GL programs (FundWriter, Accounts Payable, etc.). This allows your organization to keep vendor information separate from your constituent data.


  • From the DDI Connect main menu, double-click FundWriter
  • Double-click FW Name/Address Entry. You will see this screen:


FW NA Entry 1.png


Adding a New Record

To add a new record, click the Add button on the toolbar. You will see this screen:


FW NA Entry 2.png


The following fields are available on this screen:


Field Description
Acct type Example
Tax id Example
Linked to N/A PIN Example
Name Example
Sort name Example
Address Example
Postal cd Example
Omit name lines from this address Example
City Example
State Example
Phone Example
Phone 2 Example
Country Example
Fax Example
Contact Example
Ext Example
Email addr Example
Salutation Example
Address Memo Example