Difference between revisions of "FW Name/Address Entry"
Line 38: | Line 38: | ||
| '''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 | | '''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''' || | + | | '''Name''' || Type the name of the account |
|- | |- | ||
− | | '''Sort name''' || | + | | '''Sort name''' || The Sort name will automatically update when you tab or Enter out of the Name field. You can, however, modify if desired |
|- | |- | ||
− | | '''Address''' || | + | | '''Address''' || Enter the address for this record |
|- | |- | ||
− | | '''Postal cd''' || | + | | '''Postal cd''' || Type the ZIP code or click the list or search icons to locate the ZIP |
|- | |- | ||
− | | '''Omit name lines from this address''' || | + | | '''Omit name lines from this address''' || This field currently does not allow selection |
|- | |- | ||
− | | '''City''' || | + | | '''City''' || The City field will automatically update when you enter the ZIP code. However, you can override as needed |
|- | |- | ||
− | | '''State''' || | + | | '''State''' || The State field will automatically update when you enter the ZIP code. However, you can override as needed by typing the State code or clicking the list icon to select from a list of [[FW State Codes|active states]] in the system |
|- | |- | ||
− | | '''Phone''' || | + | | '''Phone''' || Enter the primary contact telephone number |
|- | |- | ||
− | | '''Phone 2''' || | + | | '''Phone 2''' || Enter the secondary contact telephone number |
|- | |- | ||
− | | '''Country''' || | + | | '''Country''' || Enter the country code or click the list icon to select from a list of [[Country Format Maintenance|countries]] in the system |
|- | |- | ||
− | | '''Fax''' || | + | | '''Fax''' || Enter the fax number |
|- | |- | ||
− | | '''Contact''' || | + | | '''Contact''' || Type the contact name |
|- | |- | ||
− | | '''Ext''' || | + | | '''Ext''' || Enter the extension of the contact, if applicable |
|- | |- | ||
− | | '''Email addr''' || | + | | '''Email addr''' || Enter the contact email address |
|- | |- | ||
− | | '''Salutation''' || | + | | '''Salutation''' || Enter the preferred salutation for this contact, if applicable |
|- | |- | ||
− | | '''Address Memo''' || | + | | '''Address Memo''' || If you wish, you can enter a brief memo to attach to this address |
|} | |} | ||
+ | |||
+ | |||
+ | When you have finished entering the information, click Save to retain the changes. Your screen will now look something like this: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 3.png]] | ||
+ | |||
+ | |||
+ | ===Address Button=== | ||
+ | |||
+ | |||
+ | If you click the Address button on the toolbar, you have the following options: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 4.png]] | ||
+ | |||
+ | |||
+ | ====New Address==== | ||
+ | |||
+ | |||
+ | To add a new address to an existing record, click the Address button and select New Address: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 5.png]] | ||
+ | |||
+ | |||
+ | The screen's address fields will activate for new information entry: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 6.png]] | ||
+ | |||
+ | |||
+ | Enter the address and contact information. When you have finished, click Save. The new address information is now added: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 7.png]] | ||
+ | |||
+ | |||
+ | ====Edit Address==== | ||
+ | |||
+ | |||
+ | To edit an existing address, you can either double-click it or click the Address button and select Edit Address: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 8.png]] | ||
+ | |||
+ | |||
+ | Make the desired changes and click Save to update the information. | ||
+ | |||
+ | |||
+ | ====Delete Address==== | ||
+ | |||
+ | |||
+ | To delete an address, make sure it is selected in the Address area of the screen, then click Address and select Delete Address: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 9.png]] | ||
+ | |||
+ | |||
+ | The system will prompt you with the following message: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 10.png]] | ||
+ | |||
+ | |||
+ | If you are sure you wish to delete, click Yes. The address record will be removed from the account record. | ||
+ | |||
+ | |||
+ | ====Merge Addresses==== | ||
+ | |||
+ | |||
+ | If you wish to merge two addresses on the record, click Address and select Merge Addresses: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 11.png]] | ||
+ | |||
+ | |||
+ | This will launch the Address Merge screen: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 12.png]] | ||
+ | |||
+ | |||
+ | Select the address that you wish to retain. If the record has more than two addresses, some of those may appear in the "Addresses not being merged" area of the screen. To move them down to the "Addresses to be merged" area, double-click them. When you have reviewed and verified your selections, click OK. The system will merge the selected addresses | ||
+ | |||
+ | |||
+ | ===History Button=== | ||
+ | |||
+ | To view the Edit History for this record, click the History button on the toolbar. You will see a screen similar to this one: | ||
+ | |||
+ | |||
+ | [[File:FW NA Entry 13.png]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
Revision as of 14:47, 23 June 2012
Contents
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:
Adding a New Record
To add a new record, click the Add button on the toolbar. You will see this screen:
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 | Type the name of the account |
Sort name | The Sort name will automatically update when you tab or Enter out of the Name field. You can, however, modify if desired |
Address | Enter the address for this record |
Postal cd | Type the ZIP code or click the list or search icons to locate the ZIP |
Omit name lines from this address | This field currently does not allow selection |
City | The City field will automatically update when you enter the ZIP code. However, you can override as needed |
State | The State field will automatically update when you enter the ZIP code. However, you can override as needed by typing the State code or clicking the list icon to select from a list of active states in the system |
Phone | Enter the primary contact telephone number |
Phone 2 | Enter the secondary contact telephone number |
Country | Enter the country code or click the list icon to select from a list of countries in the system |
Fax | Enter the fax number |
Contact | Type the contact name |
Ext | Enter the extension of the contact, if applicable |
Email addr | Enter the contact email address |
Salutation | Enter the preferred salutation for this contact, if applicable |
Address Memo | If you wish, you can enter a brief memo to attach to this address |
When you have finished entering the information, click Save to retain the changes. Your screen will now look something like this:
Address Button
If you click the Address button on the toolbar, you have the following options:
New Address
To add a new address to an existing record, click the Address button and select New Address:
The screen's address fields will activate for new information entry:
Enter the address and contact information. When you have finished, click Save. The new address information is now added:
Edit Address
To edit an existing address, you can either double-click it or click the Address button and select Edit Address:
Make the desired changes and click Save to update the information.
Delete Address
To delete an address, make sure it is selected in the Address area of the screen, then click Address and select Delete Address:
The system will prompt you with the following message:
If you are sure you wish to delete, click Yes. The address record will be removed from the account record.
Merge Addresses
If you wish to merge two addresses on the record, click Address and select Merge Addresses:
This will launch the Address Merge screen:
Select the address that you wish to retain. If the record has more than two addresses, some of those may appear in the "Addresses not being merged" area of the screen. To move them down to the "Addresses to be merged" area, double-click them. When you have reviewed and verified your selections, click OK. The system will merge the selected addresses
History Button
To view the Edit History for this record, click the History button on the toolbar. You will see a screen similar to this one: