Regional Director Maintenance
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:
Adding a New Regional Director
To add a new Regional Director, click the Add button on the toolbar:
The following fields are available on this screen:
Field | Description |
---|---|
Region | Alphanumeric code representing the region. You can type the region code or click the list icon to select from a list of active regions in the system |
Name | Name of the regional director’s office |
Address | Street address of the regional director’s office |
City | City of the regional director’s office |
State | Two-letter code representing the state of the regional director’s office |
ZIP | ZIP code of the regional director’s office |
Country | Country of the regional director’s office |
Phone | Phone number of the regional director’s office |
Director | Name of the regional director, including prefix, if applicable |
Short Name | This field is no longer used by DDI Connect |
When you have finished entering the information, click Save to retain your changes.
Editing an Existing Region
To edit an existing record, you can either double-click the record or click it once to highlight and then click the Edit button on the toolbar. This will enable the fields for editing:
When you have finished making your changes, click Save to retain them.