FW Name/Address Entry

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	Type the name of the account
Sort name	The Sort name will automatically update when you tab or Enter out of the Name field. You can, however, modify if desired
Address	Enter the address for this record
Postal cd	Type the ZIP code or click the list or search icons to locate the ZIP
Omit name lines from this address	This field currently does not allow selection
City	The City field will automatically update when you enter the ZIP code. However, you can override as needed
State	The State field will automatically update when you enter the ZIP code. However, you can override as needed by typing the State code or clicking the list icon to select from a list of active states in the system
Phone	Enter the primary contact telephone number
Phone 2	Enter the secondary contact telephone number
Country	Enter the country code or click the list icon to select from a list of countries in the system
Fax	Enter the fax number
Contact	Type the contact name
Ext	Enter the extension of the contact, if applicable
Email addr	Enter the contact email address
Salutation	Enter the preferred salutation for this contact, if applicable
Address Memo	If you wish, you can enter a brief memo to attach to this address

When you have finished entering the information, click Save to retain the changes. Your screen will now look something like this:

Address Button

If you click the Address button on the toolbar, you have the following options:

New Address

To add a new address to an existing record, click the Address button and select New Address:

The screen's address fields will activate for new information entry:

Enter the address and contact information. When you have finished, click Save. The new address information is now added:

Edit Address

To edit an existing address, you can either double-click it or click the Address button and select Edit Address:

Make the desired changes and click Save to update the information.

Delete Address

To delete an address, make sure it is selected in the Address area of the screen, then click Address and select Delete Address:

The system will prompt you with the following message:

If you are sure you wish to delete, click Yes. The address record will be removed from the account record.

Merge Addresses

If you wish to merge two addresses on the record, click Address and select Merge Addresses:

This will launch the Address Merge screen:

Select the address that you wish to retain. If the record has more than two addresses, some of those may appear in the "Addresses not being merged" area of the screen. To move them down to the "Addresses to be merged" area, double-click them. When you have reviewed and verified your selections, click OK. The system will merge the selected addresses

History Button

To view the Edit History for this record, click the History button on the toolbar. You will see a screen similar to this one:

When you have finished viewing the history, click Exit to return to the record.

Merge Button

The Merge button allows you to merge duplicate FW Name/Address records. To merge, click the Merge button:

You have the option of merging into record #1 or merging into record #2. In the Record ID field, type the ID or click the list icon to select from a list of records in the system. Your screen will now look similar to this:

Review the screen to ensure that you are deleting the record you wish to, and keeping the correct record. If the screen is correct, click OK. The records will now merge.