Names Module

The Names Module is your gateway to the information related to the individuals involved in your programs. From within this module, you'll maintain their personal data, register them in courses, keep a contact log, etc. You can also print reports for the specific individual (i.e. the name record you have open) such as a fax cover, envelope, or transcript.

Names Topics

Names Screen (screen shot and field map)

Names Preferences

Adding Names:

• Adding a Name record
• Duplicate Name Checking
• Entering Special Characters
• Entering Firm
• Entering Zip Code
• Setting a Default Fee Category
• Adding Interest Codes
• Adding Comments
• Setting Flag Fields (Don't Mail, Excl, Label Flag)

Looking up Name records

Searching for Name records

Credentials

Cloning Name records

Registering individual in a course

Viewing list of courses individual has taken

Viewing individual's Payment History

Keeping a Contact Log

Using the Call Back System

Name Grouping

Special Tools

Deleting Name Records

Emailing Individual (requires Email module)

Name Reports

• Printing Transcripts
• Printing Labels
• Inquiry Letters
• Name Report Areas

Maintenance:

• Combining Name Records
• Mass Delete/Purge Names