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
Short Name	If applicable, enter the short name for the regional director
Director	Enter the regional director name
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 or click the list icon to select from a list of active States within the system
ZIP	Enter the ZIP code of the regional director's office or click the search icon to launch the ZIP locator
Country	Enter the Country of the regional director’s office or click the list icon to select from a list of active country codes within the system
Phone	Phone number of the regional director’s office

When you have finished entering the information, click Save to retain your changes.

Editing an Existing Regional Director

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.