Difference between revisions of "Memo Category Setup"

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=='''Adding Memo Categories to the DDI Connect System (NA76SET)'''==
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=='''Overview of NA76SET'''==
  
  
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Go to Name/Address --> Setup --> Memo Category Setup. When you double-click the menu item, you will see this screen:
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* From the DDI Connect main menu, double-click Name/Address System
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* Double-click Setup
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* Double-click Memo Category Setup. You will see this screen:
  
  
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You will see the list of existing memo categories (if any) displayed. To add a new memo category, click the New button on the toolbar. This activates the three fields at the bottom of the screen:
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You will see the list of existing memo categories (if any) displayed. To add a new memo category, click the New button on the toolbar:
  
  
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:'''Screen Label''': This is the Category name that users will see when they select a category from the list during the creation of a memo
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The following fields are available on this screen:
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:'''Description''': This is the longer, more descriptive text that describes what the memo category is to be used for
 
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:'''Security Required''': If you are adding a memo category that requires a certain level of security to view, you can select that here. For example, you might have a memo category of "HR", with certain Human Resources-related documentation that will be attached to constituent records. You might want to restrict access to memos with that category, so that only authorized users can view them. If you click the list icon to the right of the Security Required field, the system will display a list of options to choose from.
 
  
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Screen label''' || This is the Category name that users will see when they select a category from the list during the creation of a memo
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|-
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| '''Description''' || This is the longer, more descriptive text that describes what the memo category is to be used for
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|-
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| '''Security Required''' || {{Code Security}}
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|}
  
 
When you have entered all of the information, click the Save button on the toolbar. Your new category has been created:
 
When you have entered all of the information, click the Save button on the toolbar. Your new category has been created:
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[[File:memo category 3.png]]
 
[[File:memo category 3.png]]
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To view the edit history of a memo category, make sure the category is highlighted and click the Edit History button on the toolbar:
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[[File:Memo Cat History.png]]
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This launches the [[Viewing Edit History|Edit History screen]]
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When you have finished viewing the history, click Exit to return to the Memo Category screen.
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[[Category:Name/Address]]
 
[[Category:Name/Address]]

Latest revision as of 12:09, 27 June 2012

Overview of NA76SET

Within DDI-Connect, memos are used throughout the system to add notes to various types of records, including constituent, account, gifts, accounts payable, and others. DDI-Connect allows you to categorize these memos for easier searches and reporting. There are no default categories in the system, so you will have to add those you wish to use.


Note: You will need the appropriate security level to access Memo Category Setup. If you are unable to access the setup screen, please contact your organization's DDI Connect administrator or contact DDI Client Support for assistance.


To add a memo category to the system:


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Setup
  • Double-click Memo Category Setup. You will see this screen:


Memo category 1.png


You will see the list of existing memo categories (if any) displayed. To add a new memo category, click the New button on the toolbar:


Memo category 2.png


The following fields are available on this screen:


Field Description
Screen label This is the Category name that users will see when they select a category from the list during the creation of a memo
Description This is the longer, more descriptive text that describes what the memo category is to be used for
Security Required This function utilizes the DDI-Connect Security codes. For a thorough understanding of how security works within DDI-Connect, we recommend you reference the Security document located here: Security Function Maintenance

To set security on a specific code, you would enter the requirements in this format: !NA/7 or #NA. These are just examples...you can use whatever security function you like in order to restrict access to a code.

When you have entered all of the information, click the Save button on the toolbar. Your new category has been created:


Memo category 3.png


To view the edit history of a memo category, make sure the category is highlighted and click the Edit History button on the toolbar:


Memo Cat History.png


This launches the Edit History screen


When you have finished viewing the history, click Exit to return to the Memo Category screen.

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