Difference between revisions of "FW Name/Address Entry"

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! '''Field''' !! '''Description'''
 
! '''Field''' !! '''Description'''
 
|-
 
|-
| '''Acct type''' || Example
+
| '''Acct type''' || Indicate whether this account is an individual or organization
 
|-
 
|-
| '''Tax id''' || Example
+
| '''Tax id''' || If applicable, enter the record's Tax ID (SSN or TIN)
 
|-
 
|-
| '''Linked to N/A PIN''' || Example
+
| '''Linked to N/A PIN''' || If this record is linked to a constituent record in your Name/Address database, you can enter that PIN number here or click the search icon to locate the record
 
|-
 
|-
 
| '''Name''' || Example
 
| '''Name''' || Example

Revision as of 13:46, 23 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 Indicate whether this account is an individual or organization
Tax id If applicable, enter the record's Tax ID (SSN or TIN)
Linked to N/A PIN If this record is linked to a constituent record in your Name/Address database, you can enter that PIN number here or click the search icon to locate the record
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