General Tab (Groups)


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Note: The tab pages to display, and the order in which they appear, are controlled via Preferences.

This tab is used for basic group contact information, such as the contact name, address, email, and website.

Note: If your computer monitor is set to a resolution lower than 1024 x 768, the the right-most fields from the General tab are moved to a separate Status page.

The following fields on this tab require some additional explanation:

Address Type - In the standard version of MemberTies, the Address Type is automatically populated with the default address type from preferences.  Normally this is left as the default entry, "Main Address" (the default address type is set via the Address Type Preference).  If you use MemberTies Professional you can create more than one address per record, and the address type field is displayed as a dropdown list. In addition, predefined address types are defined under Tools > Dropdown Lists > Address.

Address Line Names - If you always plan to use Address Line 1 for a specific purpose, such as "Mail Stop" or something similar, you can change the name displayed for the line.  In addition, if you have complicated addresses that require four open lines instead of three, you can tell the system to provide a fourth line.  See the Address Lines/Names Miscellaneous Preferences for more information.

City - This dropdown contains the cities that are defined in the City list. These are pre-loaded, but can be edited at any time. In addition, if you enter a city that is not already in the list, the system will prompt you to add it automatically. This feature is only available to dropdowns that typically receive a lot of new values (i.e., it isn't available on Country lists, since these don't change very often). See Maintaining City Names for additional information about maintaining this list.

County -  This dropdown contains the counties that are defined in the County list. These are pre-loaded, but can be edited at any time. In addition, if you enter a county that is not already in the list, the system will prompt you to add it automatically. This feature is only available to dropdowns that typically receive a lot of new values (i.e., it isn't available on Country lists, since these don't change very often). See Maintaining County Names for additional information about maintaining this list.

State/Province - This dropdown contains the states/provinces that are defined in the State/Province Codes list. These are preloaded, but can be edited at any time. See Maintaining State/Province Codes for more information. Note that the state/province defined as the "default" will appear automatically on new records.

Country - Similar to the State/Province field, this dropdown contains countries that are defined in the Country Codes list. See Maintaining Country Codes for more information. Note that the Country defined as the "default" will appear automatically on new records.

Date Ranges - (MemberTies Professional Only) Ranges are primarily designed for membership records, but if a group has addresses that are valid only at certain times of the year, you can have the system automatically keep the proper address current by creating one or more date ranges within which each address is valid. See Using Multiple Addresses for more information.

Phone - All telephone number fields have a small Dial Phone icon displayed next to them. If your computer has a modem installed, clicking this icon will tell Windows to use your modem to dial the associated phone number. This will typically cause the Windows Phone Dialer utility to open and dial the number.

Email - (MemberTies Professional Only) The Email icon next to the email field will launch the Send Email window with the group's email address already listed in the addresses list. The Sent Mail icon will display the list of email sent with the current group as one of the recipients.

Website - (MemberTies Professional Only) The Open URL icon next to the website field will launch your default web browser and open the group's website.