Maintaining Address Names
Professional Version Only
|
Maintaining Address Names Professional Version Only |
|
To help facilitate more consistent address naming, you can predefine a set of address names. These names will then be available whenever you add a new address, or change the name of an existing address. At those times, you can either pick one of the predefined address names, or add your own unique name.
Note: If you choose not to use a predefined name on an address, the name you do use will not become part of the predefined list. It is assumed that you are overriding the list for a special case.
Maintaining Address Names
| 1 | Choose Tools > Dropdown Lists > Address > Address Names. |
| 2 | The Maintain Address Name list enables you to Add, Open, or Delete any name. |
| 3 | Choose the appropriate action. If you choose to add or change a name, the following fields are available: |
Value - The address name.
Default - Select this option if you want this name to be used automatically for the first address of a membership or group record.
Using Address Names
| 1 | While on a membership or group record, click the Open icon next to the address name. |
This will display the list of available predefined names.
| 2 | Either select a name from the list, or type your own name. |
| 3 | Click "Use" to apply the name to the address being edited. |