FW Name/Address Entry
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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 | Example |
Sort name | Example |
Address | Example |
Postal cd | Example |
Omit name lines from this address | Example |
City | Example |
State | Example |
Phone | Example |
Phone 2 | Example |
Country | Example |
Fax | Example |
Contact | Example |
Ext | Example |
Email addr | Example |
Salutation | Example |
Address Memo | Example |