Difference between revisions of "Regional Director Maintenance"

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(Created page with "=='''Overview of NA06'''== Category:Name/Address")
 
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=='''Overview of NA06'''==
 
=='''Overview of NA06'''==
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The information stored in Regional Director Maintenance is used in the generation of gift receipts issued to regional leadership. Each gift is allocated to a constituent who is associated with a particular geographic region. The regional-director record for this region is then used to derive appropriate mail-merge values during production of the gift receipt.
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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 Regional Director Maintenance. You will see a screen similar to this one:
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[[File:Regional Director Maint 1.png]]
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===Adding a New Regional Director===
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To add a new Regional Director, click the Add button on the toolbar:
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[[File:Regional Director Maint 2.png]]
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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| Example || Example
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|}
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[[Category:Name/Address]]
 
[[Category:Name/Address]]

Revision as of 13:12, 27 June 2012


Overview of NA06

The information stored in Regional Director Maintenance is used in the generation of gift receipts issued to regional leadership. Each gift is allocated to a constituent who is associated with a particular geographic region. The regional-director record for this region is then used to derive appropriate mail-merge values during production of the gift receipt.


  • From the DDI Connect main menu, double-click Name/Address System
  • Double-click Setup
  • Double-click Regional Director Maintenance. You will see a screen similar to this one:


Regional Director Maint 1.png


Adding a New Regional Director

To add a new Regional Director, click the Add button on the toolbar:


Regional Director Maint 2.png


The following fields are available on this screen:


Field Description
Example Example
Example Example
Example Example
Example Example
Example Example
Example Example
Example Example
Example Example
Example Example
Example Example
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