Difference between revisions of "Category:Name/Address"
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Account Information, or AI codes, allow you to categorize your constituent records in ways that are meaningful to your organization. These codes allow you to filter records for general reference, reporting, and extracting data. | Account Information, or AI codes, allow you to categorize your constituent records in ways that are meaningful to your organization. These codes allow you to filter records for general reference, reporting, and extracting data. | ||
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AI Setup takes place under Name/Address --> Setup --> AI Codes Maintenance. In order to access this screen, you must have the appropriate security. If you are unable to access this screen but believe you should be able to, please contact your organization's primary DDI contact, or call DDI Client Support. | AI Setup takes place under Name/Address --> Setup --> AI Codes Maintenance. In order to access this screen, you must have the appropriate security. If you are unable to access this screen but believe you should be able to, please contact your organization's primary DDI contact, or call DDI Client Support. | ||
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| − | # | + | '''To set up an AI code''': |
| − | Select this path from the DDI-Connect main menu: | + | |
| − | + | # Select this path from the DDI-Connect main menu: | |
| − | + | Name/Address System --> Setup --> AI Codes Maintenance | |
| + | This displays the AI Code Setup window. You will see the list of current AI codes and code groups | ||
| − | + | [[File:AI Setup 1.jpg]] | |
| − | File: | ||
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Revision as of 16:32, 7 September 2011
Setting up New Account Information (AI) Codes
Overview
Account Information, or AI codes, allow you to categorize your constituent records in ways that are meaningful to your organization. These codes allow you to filter records for general reference, reporting, and extracting data.
AI Setup takes place under Name/Address --> Setup --> AI Codes Maintenance. In order to access this screen, you must have the appropriate security. If you are unable to access this screen but believe you should be able to, please contact your organization's primary DDI contact, or call DDI Client Support.
To set up an AI code:
- Select this path from the DDI-Connect main menu:
Name/Address System --> Setup --> AI Codes Maintenance
This displays the AI Code Setup window. You will see the list of current AI codes and code groups
Subcategories
This category has the following 3 subcategories, out of 3 total.
Pages in category "Name/Address"
The following 54 pages are in this category, out of 54 total.
