Name/Address System Settings
Overview
The Name/Address System Settings screens allow to you set certain defaults for items such as address types, salutations, and base settings that determine how the system performs in certain situations.
NOTE: You must have the appropriate security level for the NASETUP function in order to access this screen. For information on DDI Connect Security, please reference this page: Security within DDI Connect
To access the screen:
- Double-click Name/Address
- Double-click Setup
- Double-click System Settings. You will see this screen:
NOTE: You will only see the Yearbook tab if your organization is configured to use the Yearbook system
Base Settings tab
This screen will establish some overall Name/Address system settings.
| Field | Description |
|---|---|
| AI Code | This field designates the AI code to be used on records for deceased constituents. You can enter any existing AI Code here. For information on how to set up your AI Codes, please reference this page: AI Code Setup |
| Apply AI code when entering a deceased date | If this box is checked, when you enter a deceased date on a constituent record, the system will automatically apply the AI code designated in the previous field |
| Deletion code | This field establishes the default deletion code to use when a constituent is deleted. You can configure the available codes under Codes Maintenance. For more information on how to configure these codes, reference this page: Deletion Code Maintenance |
| Apply deletion code when entering a deceased date | If this box is checked, the system will automatically apply the above named deletion code to a constituent's record when a deceased date is entered |
| Name format | This field designates how the name fields appear on the Name/Address constituent records. The system default is PFM.LS (Prefix First Middle.Last Suffix) |
| Default country code | This establishes the default country code for any new constituent or account record. You can override the default when you are adding a record. The system default for this field is USA |
| Region label | If you modify this setting, the system will replace "Region" throughout the system with this new label. This enables you to customize the field to match your organization's terminology. For information on how to maintain Regions, please reference this page: Region Maintenance |
| Abbreviation | If you modified the region label, update this field to reflect an abbreviation of what the new label is |
| Community Label | If you modify this setting, the system will replace "Community" throughout the system with this new label. For information on how to maintain communities, please reference this page: Community Maintenance |
| Abbreviation | If you modified the community label, update this field to reflect an abbreviation of what the new label is |
| Region is required | If selected, the system will not allow a constituent record to be saved if it does not have the region field populated |
| Omit deleted or deceased spouses from salutations and labels | If selected, the system will exclude deceased spouses from salutations and merge outputs throughout the system |
| Example | Example |
| Example | Example |
| Example | Example |
| Example | Example |
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